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
$560M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.33M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$3.64M
5
LMT icon
Lockheed Martin
LMT
+$3.17M

Top Sells

1
+$64.5M
2
+$8.9M
3
+$4.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M

Sector Composition

1 Technology 9.85%
2 Healthcare 4.35%
3 Industrials 3.95%
4 Financials 3.83%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.01%
1,183
-32
227
$71K 0.01%
717
228
$70K 0.01%
1,389
+1,383
229
$70K 0.01%
160
+17
230
$69K 0.01%
1,312
-5,008
231
$68K 0.01%
+1,428
232
$67K 0.01%
1,232
233
$64K 0.01%
680
-1,012
234
$63K 0.01%
1,274
+293
235
$62K 0.01%
677
+32
236
$62K 0.01%
371
-11
237
$60K 0.01%
532
-6
238
$60K 0.01%
1,296
-14,859
239
$60K 0.01%
227
240
$60K 0.01%
4,793
+1
241
$60K 0.01%
819
+151
242
$60K 0.01%
1,413
+463
243
$59K 0.01%
782
+33
244
$57K 0.01%
676
-591
245
$57K 0.01%
343
246
$57K 0.01%
1,101
247
$57K 0.01%
+850
248
$57K 0.01%
163
-100
249
$56K 0.01%
623
+16
250
$56K 0.01%
358
8 9
10
11 12