Elmwood Wealth Management, Inc. Buys Vanguard Short-Term Corporate Bond ETF, Editas Medicine Inc, PIMCO Enhanced Short Maturity Active Exchange-Trad, Sells Vanguard Short-Term Government Bond ETF, JPMorgan Ultra-Short Income, iShares MSCI Pacific Ex-Japan

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May 12, 2020
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Investment company Elmwood Wealth Management, Inc. (Current Portfolio) buys Vanguard Short-Term Corporate Bond ETF, Editas Medicine Inc, PIMCO Enhanced Short Maturity Active Exchange-Trad, SPDR Blackstone GSO Senior Loan, Schwab U.S. Small-Cap, sells Vanguard Short-Term Government Bond ETF, JPMorgan Ultra-Short Income, iShares MSCI Pacific Ex-Japan Index Fund, iShares MSCI Japan Index Fund, Alphabet Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Elmwood Wealth Management, Inc.. As of 2020Q1, Elmwood Wealth Management, Inc. owns 265 stocks with a total value of $92.2 billion. These are the details of the buys and sells.

For the details of Elmwood Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/elmwood+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Elmwood Wealth Management, Inc.
  1. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 73,807 shares, 8.13% of the total portfolio. Shares added by 44.72%
  2. Editas Medicine Inc (EDIT) - 116,877 shares, 4.20% of the total portfolio. Shares added by 192.02%
  3. Vanguard FTSE All World Ex US (VEU) - 58,380 shares, 3.44% of the total portfolio. Shares added by 17.21%
  4. Schwab U.S. Large-Cap (SCHX) - 45,878 shares, 3.14% of the total portfolio. Shares added by 39.90%
  5. Schwab U.S. Small-Cap (SCHA) - 41,582 shares, 3.12% of the total portfolio. Shares added by 95.72%
New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

Elmwood Wealth Management, Inc. initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $71.75 and $82.34, with an estimated average price of $80.57. The stock is now traded at around $81.05. The impact to a portfolio due to this purchase was 3.1%. The holding were 36,502 shares as of .

New Purchase: SPDR Blackstone GSO Senior Loan (SRLN)

Elmwood Wealth Management, Inc. initiated holding in SPDR Blackstone GSO Senior Loan. The purchase prices were between $36.06 and $46.8, with an estimated average price of $44.87. The stock is now traded at around $41.76. The impact to a portfolio due to this purchase was 2.05%. The holding were 39,883 shares as of .

New Purchase: Invesco Global Water ETF (PIO)

Elmwood Wealth Management, Inc. initiated holding in Invesco Global Water ETF. The purchase prices were between $20.8 and $32.4, with an estimated average price of $29.61. The stock is now traded at around $26.35. The impact to a portfolio due to this purchase was 0.9%. The holding were 32,365 shares as of .

New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)

Elmwood Wealth Management, Inc. initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $8.33 and $14.24, with an estimated average price of $11.92. The stock is now traded at around $11.09. The impact to a portfolio due to this purchase was 0.89%. The holding were 86,506 shares as of .

New Purchase: Check Point Software Technologies Ltd (CHKP)

Elmwood Wealth Management, Inc. initiated holding in Check Point Software Technologies Ltd. The purchase prices were between $82.05 and $119.28, with an estimated average price of $107.4. The stock is now traded at around $105.06. The impact to a portfolio due to this purchase was 0.81%. The holding were 7,484 shares as of .

New Purchase: Shopify Inc (SHOP)

Elmwood Wealth Management, Inc. initiated holding in Shopify Inc. The purchase prices were between $322.29 and $543.21, with an estimated average price of $451.26. The stock is now traded at around $742.28. The impact to a portfolio due to this purchase was 0.68%. The holding were 5,000 shares as of .

Added: Editas Medicine Inc (EDIT)

Elmwood Wealth Management, Inc. added to a holding in Editas Medicine Inc by 192.02%. The purchase prices were between $14.88 and $32.78, with an estimated average price of $25.4. The stock is now traded at around $25.48. The impact to a portfolio due to this purchase was 2.76%. The holding were 116,877 shares as of .

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Elmwood Wealth Management, Inc. added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 44.72%. The purchase prices were between $97.3 and $101.94, with an estimated average price of $101.18. The stock is now traded at around $100.68. The impact to a portfolio due to this purchase was 2.51%. The holding were 73,807 shares as of .

Added: Schwab U.S. Small-Cap (SCHA)

Elmwood Wealth Management, Inc. added to a holding in Schwab U.S. Small-Cap by 95.72%. The purchase prices were between $44.57 and $77.39, with an estimated average price of $68.72. The stock is now traded at around $57.82. The impact to a portfolio due to this purchase was 1.53%. The holding were 41,582 shares as of .

Added: Apple Inc (AAPL)

Elmwood Wealth Management, Inc. added to a holding in Apple Inc by 55.96%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $311.41. The impact to a portfolio due to this purchase was 0.98%. The holding were 15,045 shares as of .

Added: Vanguard Div Appreciation (VIG)

Elmwood Wealth Management, Inc. added to a holding in Vanguard Div Appreciation by 46.56%. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $111.59. The impact to a portfolio due to this purchase was 0.95%. The holding were 27,198 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Elmwood Wealth Management, Inc. added to a holding in Schwab U.S. Large-Cap by 39.90%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $68.42. The impact to a portfolio due to this purchase was 0.9%. The holding were 45,878 shares as of .

Sold Out: Vanguard Short-Term Government Bond ETF (VGSH)

Elmwood Wealth Management, Inc. sold out a holding in Vanguard Short-Term Government Bond ETF. The sale prices were between $60.83 and $62.34, with an estimated average price of $61.33.

Sold Out: JPMorgan Ultra-Short Income (JPST)

Elmwood Wealth Management, Inc. sold out a holding in JPMorgan Ultra-Short Income. The sale prices were between $48.93 and $50.6, with an estimated average price of $50.31.

Sold Out: iShares MSCI Pacific Ex-Japan Index Fund (EPP)

Elmwood Wealth Management, Inc. sold out a holding in iShares MSCI Pacific Ex-Japan Index Fund. The sale prices were between $29.21 and $48.12, with an estimated average price of $42.39.

Sold Out: iShares MSCI Japan Index Fund (EWJ)

Elmwood Wealth Management, Inc. sold out a holding in iShares MSCI Japan Index Fund. The sale prices were between $43.22 and $60.05, with an estimated average price of $55.02.

Sold Out: Alphabet Inc (GOOGL)

Elmwood Wealth Management, Inc. sold out a holding in Alphabet Inc. The sale prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46.

Sold Out: Schwab U.S. TIPs (SCHP)

Elmwood Wealth Management, Inc. sold out a holding in Schwab U.S. TIPs. The sale prices were between $53.09 and $59.55, with an estimated average price of $57.25.



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