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
$120M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.26M
3
+$989K
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$965K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$704K

Top Sells

1
+$1.58M
2
+$695K
3
+$342K
4
EDIT icon
Editas Medicine
EDIT
+$290K
5
XENE icon
Xenon Pharmaceuticals
XENE
+$247K

Sector Composition

1 Healthcare 14.11%
2 Technology 11.78%
3 Financials 8%
4 Consumer Discretionary 5.47%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.72K 0.01%
77
+1
202
$8.55K 0.01%
81
-50
203
$8.48K 0.01%
379
204
$7.86K 0.01%
150
205
$7.56K 0.01%
400
206
$7.53K 0.01%
100
207
$7.53K 0.01%
104
+1
208
$7.47K 0.01%
300
209
$7.17K 0.01%
262
210
$7.09K 0.01%
100
211
$6.97K 0.01%
50
-50
212
$6.96K 0.01%
500
213
$6.96K 0.01%
91
214
$5.82K ﹤0.01%
211
215
$5.68K ﹤0.01%
50
216
$5.63K ﹤0.01%
122
217
$5.62K ﹤0.01%
100
218
$5.61K ﹤0.01%
50
219
$5.54K ﹤0.01%
110
220
$5.28K ﹤0.01%
90
221
$5.19K ﹤0.01%
239
222
$5.15K ﹤0.01%
33
223
$5.14K ﹤0.01%
59
224
$5.12K ﹤0.01%
125
-375
225
$5.07K ﹤0.01%
45
7 8
9
10 11