EWM

Elmwood Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.97M
3
+$5.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.63M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$2M

Top Sells

1
+$2.91M
2
+$2.74M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.45M
5
EDIT icon
Editas Medicine
EDIT
+$2.27M

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
500
202
$6K ﹤0.01%
+30
203
$6K ﹤0.01%
110
204
$5K ﹤0.01%
134
+64
205
$5K ﹤0.01%
125
-900
206
$5K ﹤0.01%
+65
207
$5K ﹤0.01%
+110
208
$4K ﹤0.01%
+100
209
$4K ﹤0.01%
197
-300
210
$4K ﹤0.01%
+500
211
$4K ﹤0.01%
+126
212
$4K ﹤0.01%
+36
213
$4K ﹤0.01%
+23
214
$4K ﹤0.01%
94
+22
215
$4K ﹤0.01%
+100
216
$4K ﹤0.01%
80
217
$3K ﹤0.01%
23
218
$3K ﹤0.01%
5
-2
219
$3K ﹤0.01%
20
220
$3K ﹤0.01%
61
-336
221
$3K ﹤0.01%
400
222
$3K ﹤0.01%
39
+27
223
$3K ﹤0.01%
+56
224
$3K ﹤0.01%
30
+10
225
$2K ﹤0.01%
+40
7 8
9
10 11