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
$104M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.54M
3
+$583K
4
HDP
Hortonworks, Inc.
HDP
+$479K
5
HAL icon
Halliburton
HAL
+$381K

Top Sells

1
+$2.72M
2
+$2.15M
3
+$1.06M
4
CHKP icon
Check Point Software Technologies
CHKP
+$839K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$559K

Sector Composition

1 Healthcare 12.69%
2 Technology 11.94%
3 Financials 7.54%
4 Consumer Staples 5.27%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K 0.01%
171
202
$8K 0.01%
+150
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$7K 0.01%
100
204
$7K 0.01%
262
205
$7K 0.01%
78
+1
206
$7K 0.01%
150
207
$6K 0.01%
91
+1
208
$6K 0.01%
50
209
$6K 0.01%
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210
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$6K 0.01%
111
+57
212
$6K 0.01%
100
213
$5K ﹤0.01%
110
214
$5K ﹤0.01%
+199
215
$5K ﹤0.01%
+144
216
$5K ﹤0.01%
38
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217
$5K ﹤0.01%
140
-10,461
218
$5K ﹤0.01%
+325
219
$5K ﹤0.01%
100
220
$5K ﹤0.01%
33
221
$5K ﹤0.01%
300
222
$5K ﹤0.01%
91
223
$5K ﹤0.01%
200
-300
224
$5K ﹤0.01%
500
225
$5K ﹤0.01%
45
7 8
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