EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.87M
3
+$3.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.89M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.93%
2 Technology 11.18%
3 Financials 8.65%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.35K 0.01%
+77
202
$6.86K 0.01%
+100
203
$6.65K 0.01%
+239
204
$6.55K 0.01%
+91
205
$6.54K 0.01%
+100
206
$6.44K 0.01%
+379
207
$5.96K 0.01%
+50
208
$5.85K 0.01%
+100
209
$5.82K 0.01%
+211
210
$5.82K 0.01%
+100
211
$5.79K 0.01%
+90
212
$5.66K 0.01%
+45
213
$5.64K 0.01%
+274
214
$5.51K 0.01%
+50
215
$5.5K 0.01%
+50
216
$5.39K 0.01%
+110
217
$5.3K 0.01%
+122
218
$5.22K 0.01%
+31
219
$4.72K ﹤0.01%
+100
220
$4.64K ﹤0.01%
+400
221
$4.57K ﹤0.01%
+44
222
$4.33K ﹤0.01%
+100
223
$4.16K ﹤0.01%
+54
224
$4K ﹤0.01%
+33
225
$3.98K ﹤0.01%
+18
7 8
9
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