Elmwood Wealth Management, Inc. Buys iShares Core MSCI Total International Stock ETF, Shopify Inc, Align Technology Inc, Sells Callidus Software Inc, Invesco Global Water ETF, Johnson & Johnson

Investment company Elmwood Wealth Management, Inc. buys iShares Core MSCI Total International Stock ETF, Shopify Inc, Align Technology Inc, iShares S&P Global Clean Energy Index Fund, iShares Floating Rate Bond, Novartis AG, SPDR Bloomberg Barclays Investment Grade Floating , Intellia Therapeutics Inc, Invesco Senior Loan, Xenon Pharmaceuticals Inc, sells Callidus Software Inc, Invesco Global Water ETF, Johnson & Johnson, American Tower Corp, Invesco S&P 500 Low Volatility during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Elmwood Wealth Management, Inc.. As of 2018-06-30, Elmwood Wealth Management, Inc. owns 267 stocks with a total value of $100 million. These are the details of the buys and sells.

For the details of Elmwood Wealth Management, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Elmwood+Wealth+Management%2C+Inc.

These are the top 5 holdings of Elmwood Wealth Management, Inc.
  1. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 75,225 shares, 7.77% of the total portfolio. Shares added by 1.92%
  2. Editas Medicine Inc (EDIT) - 103,191 shares, 3.76% of the total portfolio. Shares reduced by 11.71%
  3. Vanguard FTSE All World Ex US (VEU) - 58,665 shares, 3.09% of the total portfolio. Shares added by 0.49%
  4. Schwab U.S. Large-Cap (SCHX) - 45,214 shares, 2.99% of the total portfolio. Shares reduced by 1.45%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 36,077 shares, 2.87% of the total portfolio. Shares reduced by 1.16%
New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)

Elmwood Wealth Management, Inc. initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $59.24 and $64.37, with an estimated average price of $62.86. The stock is now traded at around $59.88. The impact to a portfolio due to this purchase was 1.93%. The holding were 31,577 shares as of 2018-06-30.

New Purchase: Align Technology Inc (ALGN)

Elmwood Wealth Management, Inc. initiated holding in Align Technology Inc. The purchase prices were between $239.66 and $370.1, with an estimated average price of $297.77. The stock is now traded at around $355.89. The impact to a portfolio due to this purchase was 0.91%. The holding were 2,600 shares as of 2018-06-30.

New Purchase: Invesco Senior Loan (BKLN)

Elmwood Wealth Management, Inc. initiated holding in Invesco Senior Loan. The purchase prices were between $22.88 and $23.18, with an estimated average price of $23.06. The stock is now traded at around $23.02. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,365 shares as of 2018-06-30.

New Purchase: Tencent Holdings Ltd (TCEHY)

Elmwood Wealth Management, Inc. initiated holding in Tencent Holdings Ltd. The purchase prices were between $47.83 and $54.67, with an estimated average price of $51.41. The stock is now traded at around $45.19. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,372 shares as of 2018-06-30.

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Elmwood Wealth Management, Inc. initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $51.25 and $58.27, with an estimated average price of $56.08. The stock is now traded at around $51.92. The impact to a portfolio due to this purchase was 0.03%. The holding were 550 shares as of 2018-06-30.

New Purchase: iShares Russell 2000 Growth (IWO)

Elmwood Wealth Management, Inc. initiated holding in iShares Russell 2000 Growth. The purchase prices were between $185.51 and $214.36, with an estimated average price of $200.06. The stock is now traded at around $214.30. The impact to a portfolio due to this purchase was 0.01%. The holding were 50 shares as of 2018-06-30.

Added: Shopify Inc (SHOP)

Elmwood Wealth Management, Inc. added to a holding in Shopify Inc by 200.00%. The purchase prices were between $116.94 and $172.84, with an estimated average price of $141.43. The stock is now traded at around $133.44. The impact to a portfolio due to this purchase was 1.49%. The holding were 15,000 shares as of 2018-06-30.

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

Elmwood Wealth Management, Inc. added to a holding in iShares S&P Global Clean Energy Index Fund by 100.73%. The purchase prices were between $8.66 and $10.02, with an estimated average price of $9.57. The stock is now traded at around $8.74. The impact to a portfolio due to this purchase was 0.81%. The holding were 173,645 shares as of 2018-06-30.

Added: iShares Floating Rate Bond (FLOT)

Elmwood Wealth Management, Inc. added to a holding in iShares Floating Rate Bond by 227.24%. The purchase prices were between $50.87 and $51.05, with an estimated average price of $50.97. The stock is now traded at around $51.02. The impact to a portfolio due to this purchase was 0.53%. The holding were 14,559 shares as of 2018-06-30.

Added: Novartis AG (NVS)

Elmwood Wealth Management, Inc. added to a holding in Novartis AG by 94.00%. The purchase prices were between $72.44 and $81.87, with an estimated average price of $77.05. The stock is now traded at around $83.81. The impact to a portfolio due to this purchase was 0.46%. The holding were 12,288 shares as of 2018-06-30.

Added: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Elmwood Wealth Management, Inc. added to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 951.84%. The purchase prices were between $30.68 and $30.79, with an estimated average price of $30.75. The stock is now traded at around $30.77. The impact to a portfolio due to this purchase was 0.36%. The holding were 12,885 shares as of 2018-06-30.

Added: Intellia Therapeutics Inc (NTLA)

Elmwood Wealth Management, Inc. added to a holding in Intellia Therapeutics Inc by 22.80%. The purchase prices were between $20.02 and $30.79, with an estimated average price of $24.18. The stock is now traded at around $29.28. The impact to a portfolio due to this purchase was 0.31%. The holding were 60,342 shares as of 2018-06-30.

Sold Out: Callidus Software Inc (CALD)

Elmwood Wealth Management, Inc. sold out a holding in Callidus Software Inc. The sale prices were between $35.95 and $36, with an estimated average price of $35.99.

Sold Out: Invesco Global Water ETF (PIO)

Elmwood Wealth Management, Inc. sold out a holding in Invesco Global Water ETF. The sale prices were between $24.8 and $26.37, with an estimated average price of $25.79.

Sold Out: VeriSign Inc (VRSN)

Elmwood Wealth Management, Inc. sold out a holding in VeriSign Inc. The sale prices were between $115.74 and $145.19, with an estimated average price of $128.18.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

Elmwood Wealth Management, Inc. sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $46.17 and $47.56, with an estimated average price of $46.9.

Sold Out: Invesco Dynamic Biotech & Genome (PBE)

Elmwood Wealth Management, Inc. sold out a holding in Invesco Dynamic Biotech & Genome. The sale prices were between $46.88 and $56.15, with an estimated average price of $50.84.

Sold Out: SPDR DJ Wilshire Intl Real Estate (RWX)

Elmwood Wealth Management, Inc. sold out a holding in SPDR DJ Wilshire Intl Real Estate. The sale prices were between $38.74 and $40.9, with an estimated average price of $40.12.

Reduced: Johnson & Johnson (JNJ)

Elmwood Wealth Management, Inc. reduced to a holding in Johnson & Johnson by 31.67%. The sale prices were between $119.4 and $131.76, with an estimated average price of $124.84. The stock is now traded at around $135.35. The impact to a portfolio due to this sale was -0.51%. Elmwood Wealth Management, Inc. still held 7,950 shares as of 2018-06-30.

Reduced: American Tower Corp (AMT)

Elmwood Wealth Management, Inc. reduced to a holding in American Tower Corp by 30.37%. The sale prices were between $135.1 and $144.26, with an estimated average price of $138.95. The stock is now traded at around $149.28. The impact to a portfolio due to this sale was -0.23%. Elmwood Wealth Management, Inc. still held 3,428 shares as of 2018-06-30.

Reduced: Vanguard Real Estate (VNQ)

Elmwood Wealth Management, Inc. reduced to a holding in Vanguard Real Estate by 34.89%. The sale prices were between $73.99 and $81.45, with an estimated average price of $77.48. The stock is now traded at around $83.61. The impact to a portfolio due to this sale was -0.02%. Elmwood Wealth Management, Inc. still held 403 shares as of 2018-06-30.

Reduced: Boeing Co (BA)

Elmwood Wealth Management, Inc. reduced to a holding in Boeing Co by 32.63%. The sale prices were between $322.44 and $371.56, with an estimated average price of $343.83. The stock is now traded at around $353.77. The impact to a portfolio due to this sale was -0.01%. Elmwood Wealth Management, Inc. still held 64 shares as of 2018-06-30.

Reduced: BlackRock Inc (BLK)

Elmwood Wealth Management, Inc. reduced to a holding in BlackRock Inc by 28.57%. The sale prices were between $499.04 and $551.86, with an estimated average price of $528.39. The stock is now traded at around $474.93. The impact to a portfolio due to this sale was less than 0.01%. Elmwood Wealth Management, Inc. still held 5 shares as of 2018-06-30.

Reduced: Dell-VMWare Tracking Stock (DVMT)

Elmwood Wealth Management, Inc. reduced to a holding in Dell-VMWare Tracking Stock by 42.86%. The sale prices were between $70.7 and $89.57, with an estimated average price of $78.71. The stock is now traded at around $95.10. The impact to a portfolio due to this sale was less than 0.01%. Elmwood Wealth Management, Inc. still held 44 shares as of 2018-06-30.



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