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
$116M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$424K
3
+$331K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$299K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$225K

Top Sells

1
+$106K
2
+$94.9K
3
+$46.9K
4
IXN icon
iShares Global Tech ETF
IXN
+$9.66K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.37K

Sector Composition

1 Industrials 15.86%
2 Consumer Discretionary 4.41%
3 Technology 2.86%
4 Financials 1.19%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$455K 0.39%
7,621
+2,351
27
$422K 0.36%
18,598
28
$388K 0.33%
6,859
29
$361K 0.31%
2,117
30
$290K 0.25%
5,564
+12
31
$248K 0.21%
1,350
32
$247K 0.21%
1,544
33
$229K 0.2%
4,236
+20
34
$222K 0.19%
16,800
35
$217K 0.19%
2,151
+8
1
2