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
$707M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$35.9M
3
+$35.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$13M
5
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$12.3M

Top Sells

1
+$50.4M
2
+$14.2M
3
+$10.9M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.91M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.35M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 3.97%
3 Healthcare 3.75%
4 Industrials 3.64%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37K 0.01%
515
352
$37K 0.01%
468
-49,440
353
$37K 0.01%
+2,000
354
$37K 0.01%
305
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355
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719
356
$36K 0.01%
356
357
$36K 0.01%
229
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358
$36K 0.01%
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-15,846
359
$36K 0.01%
1,173
+283
360
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472
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361
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362
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363
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4,928
365
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703
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366
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94
367
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368
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369
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370
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371
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285
372
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1,205
373
$33K ﹤0.01%
617
+2
374
$33K ﹤0.01%
588
375
$33K ﹤0.01%
1,332
+15
13 14
15
16 17