We are live on ! Find out more
EWM

Elmwood Wealth Management Portfolio holdings

AUM $362M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$3.68M
3
+$1.25M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.2M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.2M

Top Sells

1
+$1.3M
2
+$908K
3
+$263K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$219K
5
MRK icon
Merck
MRK
+$180K

Sector Composition

1 Healthcare 10.98%
2 Financials 8%
3 Technology 7.54%
4 Consumer Staples 5.45%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-135
202
– –
-112
203
– –
-675
204
– –
-66
205
– –
-50
206
– –
-809
207
– –
-2,075
208
– –
-1,100
209
– –
-2,640
210
– –
-262
211
– –
-110
212
– –
-20
213
– –
-700
214
– –
-894
215
– –
-143
216
– –
-349
217
– –
-275
218
– –
-66
219
– –
-400
220
– –
-427
221
– –
-50
222
– –
-232
223
– –
-200
224
– –
-34
225
– –
-23
7 8
9
10 11