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
251
$62K 0.01%
+4,792
252
$62K 0.01%
+2,400
253
$60K 0.01%
+661
254
$60K 0.01%
+267
255
$59K 0.01%
+1,232
256
$59K 0.01%
+645
257
$58K 0.01%
+3,930
258
$57K 0.01%
+2,102
259
$56K 0.01%
+1,186
260
$56K 0.01%
+1,070
261
$56K 0.01%
+244
262
$55K 0.01%
+538
263
$55K 0.01%
+749
264
$55K 0.01%
+3,872
265
$54K 0.01%
+329
266
$53K 0.01%
+2,019
267
$53K 0.01%
+1,283
268
$53K 0.01%
+1,227
269
$53K 0.01%
+382
270
$53K 0.01%
+540
271
$53K 0.01%
+2,315
272
$52K 0.01%
+607
273
$52K 0.01%
+1,552
274
$51K 0.01%
+4,990
275
$51K 0.01%
+343
9 10
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