Elmwood Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW Elmwood Wealth Management, Inc. | Institutional Filer | ▲ 14.22% | $361.6M | 178 |
Current Portfolio Holdings
Showing all 178 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | — | 247K | $12.5M | 3.46% |
| 2 | CALI | China Auto Logistics Inc. | Consumer Cyclical | 212K | $10.7M | 2.96% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 155K | $9.9M | 2.74% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | — | 188K | $9.5M | 2.64% |
| 5 | AAPL | Apple Inc. | Technology | 36K | $9.2M | 2.55% |
| 6 | IDVO | AMPLIFY ETF TR | — | 202K | $8.2M | 2.26% |
| 7 | SUB | ISHARES TR | — | 76K | $8.1M | 2.23% |
| 8 | LOUP | INNOVATOR ETFS TRUST | — | 116K | $8.0M | 2.20% |
| 9 | USFR | WISDOMTREE TR | — | 155K | $7.8M | 2.16% |
| 10 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 68K | $7.5M | 2.08% |
| 11 | JMST | J P MORGAN EXCHANGE TRADED F | — | 147K | $7.5M | 2.08% |
| 12 | IEMG | ISHARES INC | — | 102K | $7.1M | 1.96% |
| 13 | TOTL | SSGA ACTIVE ETF TR | — | 175K | $7.0M | 1.92% |
| 14 | IEFA | ISHARES TR | — | 74K | $6.7M | 1.85% |
| 15 | NVDA | NVIDIA Corporation | Technology | 38K | $6.6M | 1.84% |
Showing 1 to 15 of 178 holdings