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
$162M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$359K
3
+$262K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$235K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$194K

Top Sells

1
+$4.24K

Sector Composition

1 Industrials 13.66%
2 Consumer Discretionary 6.65%
3 Technology 5.41%
4 Financials 2%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$844K 0.52%
9,147
+73
27
$777K 0.48%
15,186
+307
28
$722K 0.44%
8,845
29
$527K 0.32%
2,117
30
$504K 0.31%
1,579
31
$499K 0.31%
7,208
32
$430K 0.26%
16,800
33
$419K 0.26%
5,494
+44
34
$414K 0.26%
7,677
35
$367K 0.23%
5,728
+13
36
$358K 0.22%
1,015
+17
37
$357K 0.22%
4,594
+22
38
$354K 0.22%
2,720
+752
39
$349K 0.22%
1,581
+3
40
$341K 0.21%
1,500
41
$327K 0.2%
1,443
+17
42
$325K 0.2%
17,960
43
$318K 0.2%
2,163
44
$265K 0.16%
900
45
$219K 0.14%
2,472
+35
1
2