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
26
$3.86M 0.69%
20,307
+1,470
27
$3.85M 0.69%
36,955
-5,469
28
$3.77M 0.67%
42,360
+2,140
29
$3.64M 0.65%
26,009
+401
30
$3.63M 0.65%
45,394
-937
31
$3.6M 0.64%
60,959
+863
32
$3.58M 0.64%
44,628
-369
33
$3.52M 0.63%
87,321
+5,108
34
$3.51M 0.63%
19,920
+1,115
35
$3.45M 0.62%
25,170
+1,343
36
$3.45M 0.62%
27,997
+1,736
37
$3.45M 0.62%
40,999
-14,238
38
$3.44M 0.61%
43,291
-839
39
$3.42M 0.61%
44,571
+2,781
40
$3.38M 0.6%
89,290
-43,090
41
$3.33M 0.6%
26,048
+1,539
42
$3.3M 0.59%
41,085
+1,635
43
$3.29M 0.59%
10,969
+10,561
44
$3.26M 0.58%
100,293
+8,019
45
$3.23M 0.58%
20,147
+679
46
$3.13M 0.56%
68,283
+67,230
47
$3.12M 0.56%
93,749
-518
48
$3.01M 0.54%
121,644
+3,720
49
$2.99M 0.53%
62,508
+26,376
50
$2.96M 0.53%
29,149
-16,286
1
2
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