StockDriftsStockDriftsTop 50 Elmwood Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 3.46% | 246.8K | $12.5M | +44.61%(+76.15K) | $79.29(-36.30%) | 2026-03-31 | |
| CALI | BLACKROCK ETF TRUST II | 2.96% | 211.9K | $10.7M | +29.02%(+47.67K) | $50.32(+0.13%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.74% | 154.6K | $9.9M | +2.60%(+3.92K) | $99.30(-30.54%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.64% | 188.3K | $9.5M | +30.94%(+44.50K) | $50.49(-0.05%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.55% | 36.4K | $9.2M | +4.96%(+1.72K) | $175.40(+62.01%) | 2026-03-31 | |
| IDVO | AMPLIFY ETF TR | 2.26% | 201.5K | $8.2M | +18.97%(+32.13K) | $29.38(+44.33%) | 2026-03-31 | |
| SUB | ISHARES TR | 2.23% | 75.7K | $8.1M | +20.23%(+12.74K) | $105.25(+0.98%) | 2026-03-31 | |
| LOUP | INNOVATOR ETFS TRUST | 2.2% | 115.5K | $8.0M | +26.17%(+23.96K) | $54.63(+56.61%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 2.16% | 155.4K | $7.8M | +65.96%(+61.75K) | $50.30(+0.16%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 2.08% | 68.0K | $7.5M | +16.88%(+9.82K) | $81.04(+61.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.79% | +2.39% |
| Top 20 Holdings Unweighted | +3.32% | +10.31% |
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