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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
ABTAbbott Labs
Recent Activity
Decreased -2.29%
0.71%
$1.758M
15,541 shares@ $113.12 avg price
ULSTSsga Active Etf Tr
Recent Activity
Decreased -8.08%
0.64%
$1.584M
39,187 shares@ $40.42 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.72%
0.63%
$1.551M
6,755 shares@ $229.56 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.01%
0.63%
$1.549M
10,189 shares@ $152.06 avg price
VVisa Inc
Recent Activity
Decreased -2.24%
0.5%
$1.223M
3,871 shares@ $316.05 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -3.03%
0.47%
$1.151M
6,866 shares@ $167.66 avg price
TLTEFlexshares Tr
Recent Activity
Decreased -5.89%
0.41%
$995,591
19,540 shares@ $50.96 avg price
DDominion Energy Inc
Recent Activity
Decreased -4.27%
0.38%
$930,647
17,279 shares@ $53.87 avg price
MKCMccormick & Co Inc
Recent Activity
Decreased -1.52%
0.35%
$859,832
11,278 shares@ $76.24 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -12.19%
0.33%
$807,811
4,610 shares@ $175.24 avg price