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
426
$21K ﹤0.01%
+847
427
$20K ﹤0.01%
+303
428
$20K ﹤0.01%
+183
429
$20K ﹤0.01%
+159
430
$20K ﹤0.01%
+548
431
$20K ﹤0.01%
+726
432
$20K ﹤0.01%
+1,146
433
$19K ﹤0.01%
+145
434
$19K ﹤0.01%
+344
435
$19K ﹤0.01%
+1,800
436
$19K ﹤0.01%
+318
437
$19K ﹤0.01%
+744
438
$19K ﹤0.01%
+794
439
$19K ﹤0.01%
+114
440
$19K ﹤0.01%
+1,120
441
$19K ﹤0.01%
+157
442
$18K ﹤0.01%
+21
443
$18K ﹤0.01%
+399
444
$18K ﹤0.01%
+820
445
$18K ﹤0.01%
+1,300
446
$18K ﹤0.01%
+600
447
$18K ﹤0.01%
+179
448
$18K ﹤0.01%
+353
449
$17K ﹤0.01%
+680
450
$17K ﹤0.01%
+384
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