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Son Nguyen

@Elmwood Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$247.841MTotal holdings128
Assets growth rate2.19%Assets growth rate (2-Q avg)5.1%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Elmwood Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Elmwood Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 247.841M in assets, with a quarterly growth rate of 2.19% and a 2-quarter average growth rate of 5.1%. The portfolio is managed by Son Nguyen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPIBJ P Morgan Exchange Traded F
Recent Activity
New Position
1.28%
$3.153M
66,723 shares@ $47.27 avg price
FLOTIshares Tr
Recent Activity
New Position
0.78%
$1.923M
37,793 shares@ $50.89 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.74%
$1.834M
23,805 shares@ $77.05 avg price
DFCADimensional Etf Trust
Recent Activity
New Position
0.36%
$879,879
17,580 shares@ $50.05 avg price
BXBlackstone Inc
Recent Activity
New Position
0.19%
$468,293
2,716 shares@ $172.43 avg price
PLDPrologis Inc.
Recent Activity
New Position
0.19%
$456,413
4,318 shares@ $105.71 avg price
KAUGInnovator Etfs Trust
Recent Activity
New Position
0.11%
$251,430
10,000 shares@ $25.15 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.09%
$200,334
675 shares@ $296.8 avg price
GERNGeron Corp
Recent Activity
New Position
0.04%
$92,748
26,200 shares@ $3.54 avg price