EWM
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Executive Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Executive Wealth Management’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$21.2M Buy
1,030,885
+29,921
+3% +$616K 1.66% 14
2024
Q3 		$21.2M Buy
1,000,964
+38,844
+4% +$823K 1.66% 14
2024
Q2 		$19.8M Buy
+962,120
New +$19.8M 3.63% 7