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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
NKENike Inc
Recent Activity
Decreased -1.75%
0.32%
$784,547
10,368 shares@ $75.68 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -7.28%
0.31%
$764,080
2,636 shares@ $289.87 avg price
GSSTGoldman Sachs Etf Tr
Recent Activity
Decreased -14.06%
0.29%
$695,058
13,843 shares@ $50.22 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -25.51%
0.25%
$597,216
1,019 shares@ $586.09 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -0.94%
0.2%
$480,617
8,156 shares@ $58.93 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -2.45%
0.19%
$452,656
4,961 shares@ $91.25 avg price
VBVanguard Index Fds
Recent Activity
Decreased -6.7%
0.16%
$377,607
1,572 shares@ $240.21 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -3.61%
0.16%
$374,237
2,106 shares@ $177.71 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -67.91%
0.15%
$365,063
4,725 shares@ $77.27 avg price
TSLATesla Inc
Recent Activity
Decreased -15.91%
0.12%
$287,938
713 shares@ $403.85 avg price