EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$6.3M
3
+$6.11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.75M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.29%
2 Technology 7.51%
3 Financials 7.18%
4 Consumer Discretionary 4.71%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.01%
+1,604
202
$21K 0.01%
+5,000
203
$21K 0.01%
+337
204
$21K 0.01%
+280
205
$21K 0.01%
+150
206
$21K 0.01%
+500
207
$21K 0.01%
+374
208
$21K 0.01%
+250
209
$21K 0.01%
+462
210
$20K 0.01%
+50
211
$20K 0.01%
+650
212
$20K 0.01%
+575
213
$19K 0.01%
+500
214
$19K 0.01%
+220
215
$18K 0.01%
+450
216
$18K 0.01%
+11,650
217
$18K 0.01%
+1,040
218
$17K 0.01%
+75
219
$17K 0.01%
+800
220
$17K 0.01%
+380
221
$17K 0.01%
+251
222
$16K 0.01%
+500
223
$16K 0.01%
+500
224
$15K 0.01%
+2,578
225
$15K 0.01%
+200
7 8
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10 11