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
$148M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$181K
3
+$143K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$105K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$104K

Top Sells

1
+$10.4K

Sector Composition

1 Industrials 12.57%
2 Technology 7.28%
3 Consumer Discretionary 3.84%
4 Financials 2.46%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$869K 0.59%
15,498
+122
27
$811K 0.55%
17,903
+422
28
$747K 0.5%
10,711
+79
29
$609K 0.41%
10,551
+1,796
30
$592K 0.4%
1,603
+2
31
$591K 0.4%
11,120
32
$539K 0.36%
1,002
+1
33
$488K 0.33%
16,800
34
$475K 0.32%
5,970
+63
35
$474K 0.32%
2,135
+18
36
$439K 0.3%
8,342
+186
37
$420K 0.28%
4,915
+46
38
$369K 0.25%
4,513
39
$351K 0.24%
2,163
40
$350K 0.24%
3,293
41
$341K 0.23%
15,724
+141
42
$305K 0.21%
1,627
+4
43
$271K 0.18%
2,779
+36
44
$258K 0.17%
+900
45
$215K 0.15%
626
+3
46
$214K 0.14%
1,174
47
$5.2K ﹤0.01%
+14,080
1
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