EWG
Executive Wealth Group Portfolio holdings
AUM
$480M
This Quarter Return
+6.49%
1 Year Return
+16.93%
3 Year Return
+14.86%
5 Year Return
+55.56%
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.13%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Boeing
BA
|
$16.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$8.84M |
| 4 |
Vanguard Health Care ETF
VHT
|
$8.1M |
| 5 |
Vanguard Financials ETF
VFH
|
$7.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 14.84% |
| 2 | Consumer Discretionary | 4.02% |
| 3 | Technology | 2.98% |
| 4 | Financials | 1.18% |
| 5 | Healthcare | 0.33% |
