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
$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
NTLA icon
Intellia Therapeutics
NTLA
+$5.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.77M

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 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$22K 0.01%
+1,604
202
$21K 0.01%
+337
203
$21K 0.01%
+280
204
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+150
205
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+500
206
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208
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+462
209
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+5,000
210
$20K 0.01%
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211
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+50
212
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+650
213
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+500
214
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217
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219
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220
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+500
224
$15K 0.01%
+2,578
225
$15K 0.01%
+200