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
276
$51K 0.01%
+628
277
$50K 0.01%
+128
278
$50K 0.01%
+587
279
$50K 0.01%
+358
280
$50K 0.01%
+227
281
$50K 0.01%
+1,056
282
$49K 0.01%
+1,053
283
$49K 0.01%
+1,089
284
$49K 0.01%
+304
285
$48K 0.01%
+178
286
$48K 0.01%
+1,040
287
$48K 0.01%
+1,101
288
$47K 0.01%
+1,716
289
$47K 0.01%
+441
290
$46K 0.01%
+3,887
291
$46K 0.01%
+900
292
$46K 0.01%
+1,502
293
$46K 0.01%
+3,198
294
$46K 0.01%
+785
295
$45K 0.01%
+285
296
$45K 0.01%
+737
297
$45K 0.01%
+1,126
298
$44K 0.01%
+908
299
$44K 0.01%
+1,201
300
$44K 0.01%
+290
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