EWM

Executive Wealth Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$44.5M
3
+$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$25.2M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$23.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.95%
2 Healthcare 4.09%
3 Financials 2.82%
4 Consumer Discretionary 2.78%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77K 0.01%
+515
227
$76K 0.01%
+603
228
$74K 0.01%
+326
229
$73K 0.01%
+1,109
230
$73K 0.01%
+2,267
231
$72K 0.01%
+495
232
$72K 0.01%
+3,061
233
$71K 0.01%
+1,068
234
$71K 0.01%
+2,065
235
$71K 0.01%
+2,140
236
$70K 0.01%
+318
237
$69K 0.01%
+2,953
238
$69K 0.01%
+1,914
239
$69K 0.01%
+1,215
240
$68K 0.01%
+1,746
241
$67K 0.01%
+729
242
$66K 0.01%
+417
243
$66K 0.01%
+1,656
244
$65K 0.01%
+483
245
$65K 0.01%
+436
246
$64K 0.01%
+397
247
$64K 0.01%
+717
248
$64K 0.01%
+263
249
$63K 0.01%
+1,708
250
$63K 0.01%
+1,700
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