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
$132M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$364K
3
+$306K
4
MS icon
Morgan Stanley
MS
+$227K
5
MSFT icon
Microsoft
MSFT
+$97K

Top Sells

1
+$82.3K
2
+$79.9K
3
+$79.8K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$48.2K
5
BND icon
Vanguard Total Bond Market
BND
+$46.2K

Sector Composition

1 Industrials 14.54%
2 Consumer Discretionary 5.13%
3 Technology 4.35%
4 Financials 2.07%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$617K 0.47%
8,869
+128
27
$510K 0.39%
2,117
28
$401K 0.3%
5,223
+64
29
$366K 0.28%
18,684
+55
30
$365K 0.28%
17,179
31
$339K 0.26%
5,658
+12
32
$334K 0.25%
1,569
+6
33
$317K 0.24%
16,800
34
$302K 0.23%
1,426
35
$270K 0.2%
2,163
36
$262K 0.2%
892
+1
37
$249K 0.19%
3,669
38
$227K 0.17%
+4,443
39
$20.9K 0.02%
1,669
1
2