EWM

Elmwood Wealth Management Portfolio holdings

AUM $252M
1-Year Est. Return 9.57%
This Quarter Est. Return
1 Year Est. Return
+9.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$908K
3
+$890K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$857K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$795K

Top Sells

1
+$2.73M
2
+$759K
3
+$490K
4
JNJ icon
Johnson & Johnson
JNJ
+$447K
5
SCHA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.91K 0.01%
352
202
$8.77K 0.01%
+495
203
$8.64K 0.01%
76
-1
204
$8.63K 0.01%
500
205
$7.93K 0.01%
379
206
$7.81K 0.01%
108
+54
207
$7.27K 0.01%
262
208
$7.05K 0.01%
+103
209
$6.95K 0.01%
100
210
$6.92K 0.01%
100
211
$6.53K 0.01%
100
212
$6.41K 0.01%
91
213
$5.81K 0.01%
239
214
$5.77K 0.01%
50
215
$5.61K 0.01%
100
216
$5.61K 0.01%
211
217
$5.56K 0.01%
110
218
$5.54K 0.01%
90
219
$5.52K 0.01%
400
220
$5.35K ﹤0.01%
122
221
$5.34K ﹤0.01%
45
222
$5.27K ﹤0.01%
50
223
$5.17K ﹤0.01%
31
224
$4.9K ﹤0.01%
+59
225
$4.85K ﹤0.01%
+33
7 8
9
10 11