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EWG
Executive Wealth Group Portfolio holdings
AUM
$480M
1-Year Est. Return
16.93%
This Fund
S&P 500
This Quarter
Est. Return
+2.87%
1 Year Est. Return
+16.93%
3 Year Est. Return
+14.86%
5 Year Est. Return
+55.56%
10 Year Est. Return
–
AUM
$480M
AUM Growth
+$323M
(+206%)
Cap. Flow
+$321M
Cap. Flow
% of AUM
66.79%
Top 10 Holdings %
Top 10 Hldgs %
71.08%
Holding
57
New
11
Increased
46
Reduced
–
Closed
–
Top Buys
| 1 |
Boeing
BA
|
+$39.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$30.5M |
| 3 |
Vanguard Health Care ETF
VHT
|
+$25.1M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$22.3M |
| 5 |
Microsoft
MSFT
|
+$20.7M |
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
$46.9B
| $344K | 0.07% |
+4,500
| New | +$325K |
|
52
IBM
IBM
$273B
| $280K | 0.06% |
+1,500
| New | +$274K |
|
53
Pfizer
PFE
$140B
| $277K | 0.06% |
+10,218
| New | +$284K |
|
54
AT&T
T
$150B
| $218K | 0.05% |
+12,532
| New | +$214K |
|
55
NVIDIA
NVDA
$4.93T
| $212K | 0.04% |
+2,500
| New | +$181K |
|
56
Ford
F
$55.2B
| $181K | 0.04% |
+14,506
| New | +$176K |
|
|
HLTH
57
DELISTED
Cue Health Inc. Common Stock
HLTH
| $10.3K | ﹤0.01% |
42,240
+28,160
| +200% | +$6.39K |
|
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