EWG
Executive Wealth Group Portfolio holdings
AUM
$480M
1-Year Est. Return
16.93%
1 Year Est. Return
+16.93%
AUM
$480M
AUM Growth
+$323M
(+206%)
Holding
57
Top Buys
| 1 | +$38.8M | |
| 2 | +$30.9M | |
| 3 | +$25.3M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$22.6M |
| 5 |
Vanguard Financials ETF
VFH
|
+$21.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 12.03% |
| 2 | Technology | 7.93% |
| 3 | Consumer Discretionary | 3.5% |
| 4 | Financials | 2.58% |
| 5 | Consumer Staples | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
51
Block Inc
XYZ
$43.8B
| $344K | 0.07% |
+4,500
|
|
||
52
IBM
IBM
$279B
| $280K | 0.06% |
+1,500
|
|
||
53
Pfizer
PFE
$141B
| $277K | 0.06% |
+10,218
|
|
||
54
AT&T
T
$173B
| $218K | 0.05% |
+12,532
|
|
||
55
NVIDIA
NVDA
$4.9T
| $212K | 0.04% |
+2,500
|
|
||
56
Ford
F
$51.1B
| $181K | 0.04% |
+14,506
|
|
||
|
HLTH
57
DELISTED
Cue Health Inc. Common Stock
HLTH
| $10.3K | ﹤0.01% |
42,240
+28,160
|
|