EWG
Executive Wealth Group Portfolio holdings
AUM
$480M
1-Year Return
16.93%
This Quarter Return
+7.16%
1 Year Return
+16.93%
3 Year Return
+14.86%
5 Year Return
+55.56%
10 Year Return
–
AUM
$141M
AUM Growth
+$10.3M
(+7.8%)
Cap. Flow
+$1.73M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
69.69%
Holding
45
New
2
Increased
28
Reduced
2
Closed
–
Top Buys
| 1 |
Boeing
BA
|
$816K |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$513K |
| 3 |
Vanguard Materials ETF
VAW
|
$209K |
| 4 |
Vanguard Financials ETF
VFH
|
$33.6K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$22K |
Top Sells
| 1 |
iShares Global Tech ETF
IXN
|
$5.16K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$4.01K |
Sector Composition
| 1 | Industrials | 13.06% |
| 2 | Technology | 6.36% |
| 3 | Consumer Discretionary | 3.98% |
| 4 | Financials | 2.5% |
| 5 | Consumer Staples | 1.09% |
