EWM
Executive Wealth Management Portfolio holdings
AUM
$1.28B
1-Year Est. Return
16.54%
This Fund
S&P 500
1 Year Est. Return
+16.54%
AUM
$1.28B
AUM Growth
+$2.15M
(+0.17%)
Holding
280
Top Buys
| 1 | +$10.4M | |
| 2 | +$8.12M | |
| 3 | +$5.41M | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$5.28M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$5.17M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$7.57M | |
| 3 | +$5.93M | |
| 4 |
iShares Gold Trust
IAU
|
+$5.7M |
| 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 | |
|---|---|---|---|---|---|---|
|
IBDP
276
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| – | – |
-8,097
|
|
||
277
VanEck Gold Miners ETF
GDX
$33.2B
| – | – |
-5,196
|
|
||
278
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$645M
| – | – |
-18,065
|
|
||
279
iShares Russell 1000 Value ETF
IWD
$69.9B
| – | – |
-1,551
|
|