EWM
Endowment Wealth Management Portfolio holdings
AUM
$194M
This Quarter Return
+7.38%
1 Year Return
+29.94%
3 Year Return
+70.48%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+11%)
Cap. Flow
+$5.36M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
39%
Holding
140
New
8
Increased
64
Reduced
54
Closed
9
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.87M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$1.51M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.33M |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.06M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
$1.06M |
Top Sells
Sector Composition
| 1 | Technology | 7.65% |
| 2 | Healthcare | 5.79% |
| 3 | Financials | 3.9% |
| 4 | Consumer Discretionary | 1.49% |
| 5 | Industrials | 1.05% |
