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
$130M
AUM Growth
+$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$182K
3
+$109K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$85.8K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$79.4K

Top Sells

1
+$699K
2
+$120K
3
+$33.3K
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$3.32K

Sector Composition

1 Industrials 18.27%
2 Consumer Discretionary 5.14%
3 Technology 3.59%
4 Financials 1.28%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$575K 0.44%
8,706
+69
27
$417K 0.32%
17,179
28
$390K 0.3%
2,117
29
$379K 0.29%
18,565
-163
30
$291K 0.22%
1,560
+3
31
$270K 0.21%
5,631
+15
32
$265K 0.2%
16,800
33
$249K 0.19%
2,163
34
$235K 0.18%
890
+1
35
$234K 0.18%
+3,669
36
$229K 0.18%
1,350
37
$27.1K 0.02%
1,669
+240
1
2