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
$121M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$208K
3
+$35.4K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$14.2K
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$8.48K

Top Sells

1
+$202K
2
+$137K
3
+$66.5K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$12.4K
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.08K

Sector Composition

1 Industrials 13.13%
2 Consumer Discretionary 4.98%
3 Technology 3.4%
4 Financials 1.2%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$439K 0.36%
2,117
27
$436K 0.36%
18,615
28
$370K 0.31%
6,859
29
$300K 0.25%
7,621
30
$288K 0.24%
1,550
+3
31
$268K 0.22%
16,800
32
$264K 0.22%
5,589
+13
33
$239K 0.2%
2,163
+12
34
$222K 0.18%
1,350
35
$208K 0.17%
+887
36
$101K 0.08%
1,429
37
– –
-4,255
1
2