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
376
$28K ﹤0.01%
+278
377
$28K ﹤0.01%
+466
378
$27K ﹤0.01%
+702
379
$27K ﹤0.01%
+94
380
$27K ﹤0.01%
+215
381
$27K ﹤0.01%
+129
382
$27K ﹤0.01%
+586
383
$27K ﹤0.01%
+733
384
$27K ﹤0.01%
+1,877
385
$26K ﹤0.01%
+1,222
386
$26K ﹤0.01%
+291
387
$26K ﹤0.01%
+1,298
388
$26K ﹤0.01%
+204
389
$26K ﹤0.01%
+270
390
$26K ﹤0.01%
+808
391
$26K ﹤0.01%
+290
392
$25K ﹤0.01%
+486
393
$25K ﹤0.01%
+524
394
$25K ﹤0.01%
+1,842
395
$25K ﹤0.01%
+1,329
396
$25K ﹤0.01%
+551
397
$25K ﹤0.01%
+1,292
398
$25K ﹤0.01%
+982
399
$25K ﹤0.01%
+594
400
$24K ﹤0.01%
+353
14 15
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