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
1
$10.7M 5.11%
+212,412
2
$7.94M 3.79%
+67,174
3
$5.38M 2.57%
+53,020
4
$5.34M 2.55%
+104,648
5
$4.43M 2.11%
+90,156
6
$4.41M 2.1%
+87,635
7
$4.11M 1.96%
+67,545
8
$3.86M 1.84%
+84,595
9
$3.47M 1.65%
+48,908
10
$3.45M 1.65%
+67,174
11
$3.26M 1.56%
+63,870
12
$3.21M 1.53%
+6,396
13
$3.21M 1.53%
+5,653
14
$3.11M 1.48%
+163,764
15
$3.05M 1.46%
+17,774
16
$2.92M 1.39%
+58,906
17
$2.9M 1.38%
+94,036
18
$2.79M 1.33%
+131,903
19
$2.75M 1.31%
+57,555
20
$2.73M 1.3%
+9,356
21
$2.72M 1.3%
+98,203
22
$2.71M 1.29%
+88,996
23
$2.65M 1.27%
+64,816
24
$2.62M 1.25%
+15,066
25
$2.6M 1.24%
+17,960