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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
MLNVaneck Etf Trust
Recent Activity
Decreased -0.67%
1.33%
$3.274M
183,123 shares@ $17.89 avg price
CRBUCaribou Biosciences Inc
Recent Activity
Decreased -6.89%
1.3%
$3.221M
2.026M shares@ $1.6 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.34%
1.24%
$3.051M
5,795 shares@ $526.58 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.09%
1.15%
$2.834M
5,603 shares@ $505.87 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -4%
1.08%
$2.677M
80,279 shares@ $33.35 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.07%
1.03%
$2.53M
13,364 shares@ $189.31 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -3.42%
1%
$2.465M
50,260 shares@ $49.05 avg price
SCZIshares Tr
Recent Activity
Decreased -1.44%
0.82%
$2.013M
33,141 shares@ $60.76 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -3.82%
0.75%
$1.839M
22,909 shares@ $80.28 avg price
PIOInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.46%
0.73%
$1.787M
45,738 shares@ $39.06 avg price