Portfolio (Quarterly)
Guide ↗
Elmwood Wealth Management, Inc.
· CIK 0001731927| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DDFN | INNOVATOR ETFS TRUST | — | 147,395 | $2.8M | 0.89% | SOLD |
| 2 | EOCT | INNOVATOR ETFS TRUST | — | 38,829 | $1.2M | 0.39% | SOLD |
| 3 | NDIV | AMPLIFY ETF TR | — | 26,914 | $726K | 0.23% | SOLD |
| 4 | ACN | ACCENTURE PLC IRELAND | Technology | 2,417 | $649K | 0.20% | SOLD |
| 5 | BX | BLACKSTONE INC | Financial Services | 4,080 | $629K | 0.20% | SOLD |
| 6 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 2,465 | $433K | 0.14% | SOLD |
| 7 | PJUN | INNOVATOR ETFS TRUST | — | 6,950 | $291K | 0.09% | SOLD |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,525 | $271K | 0.09% | SOLD |
| 9 | BALT | INNOVATOR ETFS TRUST | — | 6,700 | $225K | 0.07% | SOLD |
| 10 | — | INNOVATOR ETFS TRUST | — | 7,800 | $213K | 0.07% | SOLD |
| 11 | VOX | VANGUARD WORLD FD | — | 1,082 | $210K | 0.07% | SOLD |
| 12 | DDTN | INNOVATOR ETFS TRUST | — | 10,532 | $202K | 0.06% | SOLD |
| 13 | WIT | WIPRO LTD | Technology | 22,183 | $63K | 0.02% | SOLD |
Sector Allocation
Technology
29.2%
Financial Services
19.0%
Communication Services
13.1%
Healthcare
12.2%
Consumer Defensive
8.1%
Consumer Cyclical
6.5%
Industrials
6.4%
Utilities
2.1%
Energy
1.6%
Basic Materials
1.2%