Son Nguyen

@Elmwood Wealth Management, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$247.841M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BWZSpdr Ser Tr Recent Activity Exited	0%	$3.327M 120,818 shares@ $27.55 avg price	Exited
ICLNIshares Tr Recent Activity Exited	0%	$3.083M 209,880 shares@ $14.7 avg price	Exited
TLTWIshares Tr Recent Activity Exited	0%	$1.697M 62,839 shares@ $27.0 avg price	Exited
UBERUber Technologies Inc Recent Activity Exited	0%	$548,518 7,298 shares@ $75.17 avg price	Exited
CVSCvs Health Corp Recent Activity Exited	0%	$456,195 7,255 shares@ $62.89 avg price	Exited
RTXRtx Corporation Recent Activity Exited	0%	$207,669 1,714 shares@ $121.17 avg price	Exited
QQQInvesco Qqq Tr Recent Activity Exited	0%	$207,469 425 shares@ $488.17 avg price	Exited