EWG

Executive Wealth Group Portfolio holdings

AUM $480M
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$11M
3
+$8.84M
4
VHT icon
Vanguard Health Care ETF
VHT
+$8.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$7.73M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.84%
2 Consumer Discretionary 4.02%
3 Technology 2.98%
4 Financials 1.18%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$415K 0.37%
+5,270
27
$407K 0.36%
+18,598
28
$390K 0.35%
+6,859
29
$368K 0.33%
+2,117
30
$256K 0.23%
+5,552
31
$240K 0.21%
+1,544
32
$233K 0.21%
+1,350
33
$230K 0.21%
+16,800
34
$221K 0.2%
+4,216
35
$219K 0.2%
+2,143
1
2