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
$141M
AUM Growth
-$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$156K
3
+$51.5K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$41.9K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$35.5K

Top Sells

1
+$266K
2
+$24.8K
3
+$24.6K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$17.3K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$17.1K

Sector Composition

1 Industrials 11.71%
2 Technology 7.21%
3 Consumer Discretionary 3.81%
4 Financials 2.48%
5 Consumer Staples 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$833K 0.59%
15,557
+59
27
$768K 0.55%
18,267
+364
28
$764K 0.54%
13,259
+2,708
29
$719K 0.51%
10,754
+43
30
$575K 0.41%
1,606
+3
31
$574K 0.41%
2,135
32
$566K 0.4%
1,002
33
$471K 0.33%
6,032
+62
34
$448K 0.32%
16,800
35
$414K 0.29%
8,342
36
$412K 0.29%
11,120
37
$405K 0.29%
4,963
+48
38
$387K 0.27%
15,394
-330
39
$347K 0.25%
3,301
+8
40
$338K 0.24%
4,513
41
$336K 0.24%
2,163
42
$288K 0.2%
1,627
43
$270K 0.19%
900
44
$261K 0.19%
2,815
+36
45
$211K 0.15%
629
+3
46
$208K 0.15%
+5,839
47
$203K 0.14%
1,180
+6
48
$6.23K ﹤0.01%
14,080
1
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