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
$113M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 12.18%
2 Financials 8.11%
3 Technology 6.41%
4 Consumer Staples 5.58%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$8K 0.01%
296
+9
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$8K 0.01%
100
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$7K 0.01%
91
204
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50
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38
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80
+1
207
$7K 0.01%
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$7K 0.01%
151
+1
209
$6K 0.01%
500
210
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45
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110
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199
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222
+86
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30
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$6K 0.01%
+110
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$6K 0.01%
146
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$6K 0.01%
200
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$5K ﹤0.01%
72
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$5K ﹤0.01%
250
224
$5K ﹤0.01%
+125
225
$5K ﹤0.01%
55