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
351
$33K 0.01%
+299
352
$33K 0.01%
+175
353
$32K 0.01%
+388
354
$32K 0.01%
+940
355
$32K 0.01%
+229
356
$31K 0.01%
+700
357
$30K 0.01%
+905
358
$30K 0.01%
+1,057
359
$30K 0.01%
+180
360
$30K 0.01%
+398
361
$30K 0.01%
+1,923
362
$30K 0.01%
+265
363
$30K 0.01%
+622
364
$30K 0.01%
+72
365
$30K 0.01%
+1,406
366
$29K 0.01%
+223
367
$29K 0.01%
+1,205
368
$29K 0.01%
+615
369
$29K 0.01%
+1,379
370
$29K 0.01%
+1,872
371
$29K 0.01%
+1,698
372
$29K 0.01%
+248
373
$29K 0.01%
+341
374
$29K 0.01%
+1,245
375
$28K ﹤0.01%
+1,416
13 14
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16 17