EWM
Endowment Wealth Management Portfolio holdings
AUM
$194M
1-Year Return
29.94%
This Quarter Return
+6.37%
1 Year Return
+29.94%
3 Year Return
+70.48%
5 Year Return
–
10 Year Return
–
AUM
$90.9M
AUM Growth
+$8.39M
(+10%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
41.07%
Holding
138
New
20
Increased
61
Reduced
44
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 7.4% |
| 2 | Healthcare | 5.89% |
| 3 | Technology | 5.61% |
| 4 | Consumer Discretionary | 2.02% |
| 5 | Industrials | 1.12% |
