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
$210M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.87%
2 Financials 5.44%
3 Technology 4.82%
4 Consumer Staples 4.53%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$35K 0.02%
+522
202
$34K 0.02%
+600
203
$34K 0.02%
+300
204
$33K 0.02%
+500
205
$32K 0.02%
+396
206
$31K 0.01%
+432
207
$31K 0.01%
+543
208
$31K 0.01%
+350
209
$30K 0.01%
+728
210
$30K 0.01%
+2,800
211
$29K 0.01%
+500
212
$29K 0.01%
+1,514
213
$28K 0.01%
+1,792
214
$28K 0.01%
+319
215
$28K 0.01%
+500
216
$27K 0.01%
+1,800
217
$27K 0.01%
+1,000
218
$26K 0.01%
+932
219
$26K 0.01%
+543
220
$25K 0.01%
+1,000
221
$25K 0.01%
+434
222
$25K 0.01%
+1,140
223
$24K 0.01%
+610
224
$24K 0.01%
+50
225
$23K 0.01%
+397