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
$125M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$12.7K
2
+$8.4K
3
+$7.57K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.56K
5
MSFT icon
Microsoft
MSFT
+$3.2K

Top Sells

1
+$2.97M
2
+$584K
3
+$450K
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$314K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$198K

Sector Composition

1 Industrials 17.55%
2 Consumer Discretionary 5.22%
3 Technology 3.95%
4 Financials 1.33%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$410K 0.33%
2,117
27
$394K 0.32%
17,179
28
$384K 0.31%
5,159
-4,218
29
$350K 0.28%
18,629
+64
30
$295K 0.24%
1,563
+3
31
$291K 0.23%
5,646
+15
32
$270K 0.22%
16,800
33
$259K 0.21%
2,163
34
$257K 0.21%
891
+1
35
$238K 0.19%
1,426
+76
36
$238K 0.19%
3,669
37
$30.1K 0.02%
1,669
1
2