EWM
Executive Wealth Management Portfolio holdings
AUM
$1.28B
1-Year Est. Return
16.52%
1 Year Est. Return
+16.52%
AUM
$1.28B
AUM Growth
+$2.15M
(+0.17%)
Holding
280
Top Buys
| 1 | +$10.5M | |
| 2 | +$7.24M | |
| 3 | +$5.47M | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$5.16M |
| 5 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
+$5.11M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$7.73M | |
| 3 | +$5.74M | |
| 4 |
iShares Gold Trust
IAU
|
+$5.62M |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
+$5.5M |
Sector Composition
| 1 | Technology | 15.88% |
| 2 | Financials | 4.97% |
| 3 | Industrials | 4.88% |
| 4 | Healthcare | 4.25% |
| 5 | Consumer Staples | 3.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Timken Company
TKR
$5.75B
| – | – |
-2,714
|
|
||
277
Vanguard Dividend Appreciation ETF
VIG
$101B
| – | – |
-1,217
|
|
||
278
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
| – | – |
-2,196
|
|
||
|
IBDP
279
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| – | – |
-8,097
|
|