test

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
PFEPfizer Inc
Recent Activity
Decreased -0.48%
0.12%
$273,939
10,326 shares@ $26.53 avg price
CIThe Cigna Group
Recent Activity
Decreased -5.09%
0.1%
$246,870
894 shares@ $276.15 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -1.41%
0.1%
$239,892
3,336 shares@ $71.92 avg price