EWM
Endowment Wealth Management Portfolio holdings
AUM
$194M
1-Year Return
29.94%
This Quarter Return
-0.61%
1 Year Return
+29.94%
3 Year Return
+70.48%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
-$3.19M
(-2.1%)
Cap. Flow
-$6.15M
Cap. Flow
% of AUM
-4.13%
Top 10 Holdings %
Top 10 Hldgs %
38.96%
Holding
152
New
15
Increased
75
Reduced
45
Closed
14
Top Buys
Top Sells
| 1 |
Palantir
PLTR
|
$11.2M |
| 2 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$2.79M |
| 3 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$1.99M |
| 4 |
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
|
$1.41M |
| 5 |
Robinhood
HOOD
|
$1.06M |
Sector Composition
| 1 | Technology | 5.82% |
| 2 | Healthcare | 4.83% |
| 3 | Financials | 3.11% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Communication Services | 1.02% |
