- New Purchases: CLDR, IWB, EEM, DLTR, LRCX, VFC, WAB, STPZ,
- Added Positions: VGSH, NTLA, JPST, SCHP, SUB, VWO, WFC, EPP, BWZ, IXUS, AWK, CVS, SCHO, EFA, NEP, IWM,
- Reduced Positions: AAPL, SCHA, SCHX, VIG, NVDA, BABA, VEU, MINT, DBA, SCHC, MSFT, RSP, EDIT, CRM, VTIP, UNP, UNH, PSK, BNDX, JNJ, BMY, AMT, JPM, NVS, MCHP, MA, CVX, COST, LOW, NKE, C, VCSH, AMZN, DHR, XOM, UTX, BRK.B, INTU, MKC, SBUX, ABT, MMC, IAU, IGF, TWLO, ECL, PYPL, SCHD, DE, INTC, ABC, VMBS, PG, DIS, A, GE, MTUM, VB, EOG, DWDP, DXC, SCHG, SLV, HAL, BKLN, AGG, NSC, MDC, HPE, FTV, TOL, MRK, NBL, SJM, ORCL, ITW, SCHH, XYL, RSG, GIS, REZI, GTX, IBM, QQQ, MCD, PSX, DPZ, VCIT,
- Sold Out: SHOP, ALGN, HDP, ZUO, INDA, MBG, TCEHY, NVO, SPLV, VMW, SLB, SRCL, CLX, EV, EZU, EMR, RMR, NEE, GD, MDWD, PAYX, APD,
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.- PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 68,213 shares, 7.81% of the total portfolio. Shares reduced by 5.68%
- Vanguard Short-Term Treasury ETF (VGSH) - 84,739 shares, 5.77% of the total portfolio. Shares added by 37.92%
- JPMorgan Ultra-Short Income (JPST) - 48,710 shares, 2.76% of the total portfolio. Shares added by 55.45%
- Intellia Therapeutics Inc (NTLA) - 136,849 shares, 2.63% of the total portfolio. Shares added by 122.08%
- Schwab U.S. Large-Cap (SCHX) - 34,494 shares, 2.63% of the total portfolio. Shares reduced by 29.96%
Elmwood Wealth Management, Inc. initiated holding in Cloudera Inc. The purchase prices were between $10.37 and $15.15, with an estimated average price of $12.84. The stock is now traded at around $10.76. The impact to a portfolio due to this purchase was 0.54%. The holding were 43,391 shares as of .
New Purchase: iShares Russell 1000 (IWB)Elmwood Wealth Management, Inc. initiated holding in iShares Russell 1000. The purchase prices were between $134.77 and $158.4, with an estimated average price of $150.66. The stock is now traded at around $159.01. The impact to a portfolio due to this purchase was 0.02%. The holding were 116 shares as of .
New Purchase: iShares MSCI Emerging Index Fund (EEM)Elmwood Wealth Management, Inc. initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $38.45 and $43.71, with an estimated average price of $42.09. The stock is now traded at around $40.52. The impact to a portfolio due to this purchase was 0.01%. The holding were 307 shares as of .
New Purchase: VF Corp (VFC)Elmwood Wealth Management, Inc. initiated holding in VF Corp. The purchase prices were between $69.25 and $87.73, with an estimated average price of $82.7. The stock is now traded at around $90.33. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 26 shares as of .
New Purchase: PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun (STPZ)Elmwood Wealth Management, Inc. initiated holding in PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun. The purchase prices were between $50.84 and $51.79, with an estimated average price of $51.26. The stock is now traded at around $51.97. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 31 shares as of .
New Purchase: Dollar Tree Inc (DLTR)Elmwood Wealth Management, Inc. initiated holding in Dollar Tree Inc. The purchase prices were between $90.32 and $105.04, with an estimated average price of $98. The stock is now traded at around $99.57. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 27 shares as of .
Added: Vanguard Short-Term Treasury ETF (VGSH)Elmwood Wealth Management, Inc. added to a holding in Vanguard Short-Term Treasury ETF by 37.92%. The purchase prices were between $60 and $60.49, with an estimated average price of $60.15. The stock is now traded at around $60.44. The impact to a portfolio due to this purchase was 1.59%. The holding were 84,739 shares as of .
Added: Intellia Therapeutics Inc (NTLA)Elmwood Wealth Management, Inc. added to a holding in Intellia Therapeutics Inc by 122.08%. The purchase prices were between $12.79 and $17.62, with an estimated average price of $14.88. The stock is now traded at around $14.81. The impact to a portfolio due to this purchase was 1.45%. The holding were 136,849 shares as of .
Added: JPMorgan Ultra-Short Income (JPST)Elmwood Wealth Management, Inc. added to a holding in JPMorgan Ultra-Short Income by 55.45%. The purchase prices were between $50.09 and $50.4, with an estimated average price of $50.26. The stock is now traded at around $50.40. The impact to a portfolio due to this purchase was 0.98%. The holding were 48,710 shares as of .
Added: Schwab U.S. TIPs (SCHP)Elmwood Wealth Management, Inc. added to a holding in Schwab U.S. TIPs by 55.70%. The purchase prices were between $53.25 and $55, with an estimated average price of $53.95. The stock is now traded at around $55.17. The impact to a portfolio due to this purchase was 0.34%. The holding were 15,445 shares as of .
Added: Vanguard FTSE Emerging Markets (VWO)Elmwood Wealth Management, Inc. added to a holding in Vanguard FTSE Emerging Markets by 35.01%. The purchase prices were between $37.67 and $43.15, with an estimated average price of $41.12. The stock is now traded at around $40.33. The impact to a portfolio due to this purchase was 0.22%. The holding were 17,723 shares as of .
Added: Wells Fargo & Co (WFC)Elmwood Wealth Management, Inc. added to a holding in Wells Fargo & Co by 2252.05%. The purchase prices were between $46.08 and $51.73, with an estimated average price of $49.15. The stock is now traded at around $46.09. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,022 shares as of .
Sold Out: Shopify Inc (SHOP)Elmwood Wealth Management, Inc. sold out a holding in Shopify Inc. The sale prices were between $129.79 and $208.23, with an estimated average price of $175.7.
Sold Out: Align Technology Inc (ALGN)Elmwood Wealth Management, Inc. sold out a holding in Align Technology Inc. The sale prices were between $184.78 and $284.33, with an estimated average price of $238.17.
Sold Out: Hortonworks Inc (HDP)Elmwood Wealth Management, Inc. sold out a holding in Hortonworks Inc. The sale prices were between $14.42 and $14.68, with an estimated average price of $14.59.
Sold Out: Zuora Inc (ZUO)Elmwood Wealth Management, Inc. sold out a holding in Zuora Inc. The sale prices were between $17.68 and $24.55, with an estimated average price of $21.54.
Sold Out: Ishares MSCI India (INDA)Elmwood Wealth Management, Inc. sold out a holding in Ishares MSCI India. The sale prices were between $31.65 and $35.66, with an estimated average price of $33.2.
Sold Out: SPDR Bloomberg Barclays Mortgage Backed Bond (MBG)Elmwood Wealth Management, Inc. sold out a holding in SPDR Bloomberg Barclays Mortgage Backed Bond. The sale prices were between $25.39 and $25.88, with an estimated average price of $25.55.
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