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
$560M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.33M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$3.64M
5
LMT icon
Lockheed Martin
LMT
+$3.17M

Top Sells

1
+$64.5M
2
+$8.9M
3
+$4.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M

Sector Composition

1 Technology 9.85%
2 Healthcare 4.35%
3 Industrials 3.95%
4 Financials 3.83%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$24K ﹤0.01%
551
402
$24K ﹤0.01%
439
403
$23K ﹤0.01%
303
404
$23K ﹤0.01%
318
405
$23K ﹤0.01%
847
406
$22K ﹤0.01%
384
407
$22K ﹤0.01%
386
-13
408
$22K ﹤0.01%
820
409
$22K ﹤0.01%
635
410
$22K ﹤0.01%
794
411
$22K ﹤0.01%
125
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412
$22K ﹤0.01%
1,120
413
$22K ﹤0.01%
404
-218
414
$22K ﹤0.01%
157
415
$21K ﹤0.01%
406
-1,960
416
$21K ﹤0.01%
298
417
$21K ﹤0.01%
141
418
$21K ﹤0.01%
1,300
419
$21K ﹤0.01%
850
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420
$20K ﹤0.01%
142
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421
$20K ﹤0.01%
126
-19
422
$20K ﹤0.01%
292
-20
423
$20K ﹤0.01%
361
424
$20K ﹤0.01%
329
425
$20K ﹤0.01%
700
-44
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17
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