Elmwood Wealth Management, Inc. Buys Vanguard Short-Term Treasury ETF, Intellia Therapeutics Inc, JPMorgan Ultra-Short Income, Sells Shopify Inc, Apple Inc, Schwab U.S. Small-Cap

Investment company Elmwood Wealth Management, Inc. buys Vanguard Short-Term Treasury ETF, Intellia Therapeutics Inc, JPMorgan Ultra-Short Income, Cloudera Inc, Schwab U.S. TIPs, Vanguard FTSE Emerging Markets, Wells Fargo, American Water Works Co Inc, iShares Russell 1000, Schwab Short-Term U.S. Treasury, iShares MSCI EAFE, iShares MSCI Emerging Index Fund, Westinghouse Air Brake Technologies Corp, VF Corp, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun, Lam Research Corp, Dollar Tree Inc, sells Shopify Inc, Apple Inc, Schwab U.S. Small-Cap, Schwab U.S. Large-Cap, Vanguard Div Appreciation, NVIDIA Corp, Alibaba Group Holding, Align Technology Inc, Hortonworks Inc, Invesco DB Agriculture Fund, Zuora Inc, Ishares MSCI India, Microsoft Corp, Vanguard Short-Term Inflation-Protected Securities, SPDR Bloomberg Barclays Mortgage Backed Bond, SPDR Wells Fargo Preferred Stock, Vanguard Total International Bond ETF, Tencent Holdings, Vanguard Short-Term Corporate Bond ETF, Novo Nordisk A/S, Vanguard Mortgage-Backed Securities ETF, Twilio Inc, Deere, ishares Gold Trust, Invesco S&P 500 Low Volatility, Schwab US Dividend Equity, Invesco Senior Loan, iShares Silver Trust, Agilent Technologies Inc, iShares Core U.S. Aggregate Bond, Schwab U.S. Large-Cap Growth, M.D.C. Holdings Inc, VMware Inc, DXC Technology Co, Schlumberger, Clorox Co, Eaton Vance Corp, Emerson Electric Co, NextEra Energy Inc, General Dynamics Corp, Schwab U.S. REIT, JM Smucker Co, The RMR Group Inc, Noble Energy Inc, Paychex Inc, Republic Services Inc, Stericycle Inc, iShares MSCI Eurozone, Phillips 66, MediWound, Air Products & Chemicals Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Elmwood Wealth Management, Inc.. As of 2019Q1, Elmwood Wealth Management, Inc. owns 249 stocks with a total value of $89 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 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) - 68,213 shares, 7.81% of the total portfolio. Shares reduced by 5.68%
  2. Vanguard Short-Term Treasury ETF (VGSH) - 84,739 shares, 5.77% of the total portfolio. Shares added by 37.92%
  3. JPMorgan Ultra-Short Income (JPST) - 48,710 shares, 2.76% of the total portfolio. Shares added by 55.45%
  4. Intellia Therapeutics Inc (NTLA) - 136,849 shares, 2.63% of the total portfolio. Shares added by 122.08%
  5. Schwab U.S. Large-Cap (SCHX) - 34,494 shares, 2.63% of the total portfolio. Shares reduced by 29.96%
New Purchase: Cloudera Inc (CLDR)

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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