EWM
Elmwood Wealth Management Portfolio holdings
AUM
$252M
This Quarter Return
+3.51%
1 Year Return
+9.57%
3 Year Return
+34.77%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+5.1%)
Cap. Flow
+$2.64M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
29.73%
Holding
316
New
13
Increased
52
Reduced
65
Closed
22
Top Buys
| 1 |
Shopify
SHOP
|
$1.46M |
| 2 |
ProShares Investment Grade-Interest Rate Hedged
IGHG
|
$908K |
| 3 |
Align Technology
ALGN
|
$890K |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$857K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$795K |
Top Sells
| 1 |
CALD
Callidus Software, Inc.
CALD
|
$2.73M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$759K |
| 3 |
Editas Medicine
EDIT
|
$490K |
| 4 |
Johnson & Johnson
JNJ
|
$447K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$276K |
Sector Composition
| 1 | Healthcare | 14.57% |
| 2 | Technology | 9.92% |
| 3 | Financials | 8.12% |
| 4 | Consumer Staples | 4.87% |
| 5 | Consumer Discretionary | 4.6% |
