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
426
$20K ﹤0.01%
179
427
$20K ﹤0.01%
353
428
$19K ﹤0.01%
145
-218
429
$19K ﹤0.01%
348
-761
430
$19K ﹤0.01%
223
-175
431
$19K ﹤0.01%
400
432
$19K ﹤0.01%
104
-10
433
$19K ﹤0.01%
548
+57
434
$19K ﹤0.01%
91
435
$19K ﹤0.01%
21
436
$19K ﹤0.01%
+300
437
$18K ﹤0.01%
1,124
438
$18K ﹤0.01%
2,700
439
$18K ﹤0.01%
700
440
$18K ﹤0.01%
532
441
$18K ﹤0.01%
506
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442
$17K ﹤0.01%
16
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$17K ﹤0.01%
1,152
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444
$17K ﹤0.01%
119
445
$17K ﹤0.01%
191
446
$17K ﹤0.01%
73
447
$17K ﹤0.01%
1,600
448
$17K ﹤0.01%
558
449
$17K ﹤0.01%
84
450
$17K ﹤0.01%
584
16 17
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19 20