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  Name: Elmwood Wealth Management Inc.
  City: BERKELEY
  State: CA
  Zip: 94710
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $142,561,000
  Total Value Change : $-64,757,000
  Securities Held Change : -13
   
All Securities Held : 104
  New Positions : 6
  Closed Positions : 19
  Increased Positions : 10
  Unchanged Positions : 4
  Decreased Positions : 84

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IDVO)1 Year Chart         IDVO Amplify International Enhan... 25 New $0.00 $1,513,000 52,596 1.06% 1,513,000 52,596 4.276    N/A
   (NDIV)1 Year Chart         NDIV Amplify Natural Resources D... 55 New $0.00 $734,000 26,601 0.51% 734,000 26,601 0.296    N/A
   (GXTG)1 Year Chart         GXTG Global X Thematic Growth Etf 58 New $0.00 $705,000 28,657 0.49% 705,000 28,657 0.032    N/A
   (CALY)1 Year Chart         CALY Blackrock Short Term Califo... New $0.00 $440,000 8,751 0.31% 440,000 8,751 0.097    N/A
   (ARKG)1 Year Chart         ARKG Ark Genomic Revolution Mult... 92 New $0.00 $302,000 9,212 0.21% 302,000 9,212 0.02    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 103 New $301.54 $206,000 700 0.14% 206,000 700 0    Networking & Communic...

      6 Records Found
  1    
Page 1 of 1
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