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
451
$22K ﹤0.01%
+610
452
$22K ﹤0.01%
141
453
$22K ﹤0.01%
216
+1
454
$22K ﹤0.01%
+600
455
$22K ﹤0.01%
401
+247
456
$22K ﹤0.01%
127
+1
457
$22K ﹤0.01%
179
458
$22K ﹤0.01%
+1,242
459
$21K ﹤0.01%
142
460
$21K ﹤0.01%
303
461
$21K ﹤0.01%
320
+2
462
$21K ﹤0.01%
345
-16
463
$21K ﹤0.01%
638
+3
464
$21K ﹤0.01%
21
465
$21K ﹤0.01%
+256
466
$21K ﹤0.01%
146
+1
467
$20K ﹤0.01%
353
468
$20K ﹤0.01%
3,000
469
$20K ﹤0.01%
225
+2
470
$20K ﹤0.01%
401
+1
471
$20K ﹤0.01%
286
-6
472
$20K ﹤0.01%
+537
473
$20K ﹤0.01%
91
474
$20K ﹤0.01%
1,006
+856
475
$20K ﹤0.01%
+340
17 18
19
20 21