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
$123M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.3M
2
+$272K

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
1
$8.64M 7.01%
171,816
2
$7.97M 6.46%
128,074
3
$5.51M 4.47%
108,675
4
$5.06M 4.1%
49,743
5
$3.69M 2.99%
95,156
6
$3.44M 2.79%
9,420
-28,260
7
$3.27M 2.65%
65,963
8
$2.95M 2.39%
21,360
9
$2.13M 1.73%
172,368
10
$2.08M 1.69%
17,784
11
$2.02M 1.64%
15,303
12
$2M 1.62%
79,275
13
$1.99M 1.61%
6,713
14
$1.97M 1.6%
73,520
15
$1.96M 1.59%
65,334
16
$1.91M 1.55%
35,087
17
$1.83M 1.49%
6,213
18
$1.81M 1.47%
5,976
19
$1.72M 1.4%
18,818
20
$1.65M 1.34%
10,543
21
$1.57M 1.27%
31,335
22
$1.5M 1.22%
8,618
23
$1.5M 1.22%
119,791
24
$1.44M 1.17%
42,320
25
$1.44M 1.16%
36,120
1
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