EWM
Endowment Wealth Management Portfolio holdings
AUM
$194M
1-Year Est. Return
29.94%
1 Year Est. Return
+29.94%
AUM
$155M
AUM Growth
+$6.57M
(+4.4%)
Holding
156
Top Buys
| 1 | +$848K | |
| 2 | +$788K | |
| 3 | +$711K | |
| 4 |
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
|
+$705K |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
+$597K |
Top Sells
| 1 | +$936K | |
| 2 | +$558K | |
| 3 | +$340K | |
| 4 |
D.R. Horton
DHI
|
+$307K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$291K |
Sector Composition
| 1 | Technology | 5.35% |
| 2 | Healthcare | 3.4% |
| 3 | Financials | 3% |
| 4 | Consumer Discretionary | 1.31% |
| 5 | Communication Services | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ericsson
ERIC
$31.6B
| – | – |
-11,276
|
|
||
152
iShares Russell 1000 Growth ETF
IWF
$125B
| – | – |
-528
|
|
||
153
Kinder Morgan
KMI
$58.3B
| – | – |
-7,667
|
|
||
154
S&P Global
SPGI
$149B
| – | – |
-683
|
|
||
155
Vanguard Information Technology ETF
VGT
$112B
| – | – |
-361
|
|
||
156
Vanguard Mid-Cap Value ETF
VOE
$19.2B
| – | – |
-1,507
|
|