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
26
$5.05M 0.72%
10,770
+997
27
$5.04M 0.71%
30,474
+2,002
28
$4.86M 0.69%
44,631
+3,271
29
$4.59M 0.65%
26,396
+3,176
30
$4.53M 0.64%
21,835
+1,528
31
$4.29M 0.61%
39,089
+2,134
32
$4.25M 0.6%
11,690
+721
33
$4.17M 0.59%
113,280
+12,987
34
$4.16M 0.59%
49,503
+4,109
35
$4.1M 0.58%
43,340
+980
36
$4.09M 0.58%
46,764
-1,827
37
$4.07M 0.58%
98,905
+11,584
38
$4.02M 0.57%
26,900
+1,730
39
$3.98M 0.56%
28,549
+2,540
40
$3.98M 0.56%
49,690
+6,399
41
$3.95M 0.56%
69,097
+8,138
42
$3.91M 0.55%
21,155
+1,235
43
$3.9M 0.55%
+133,743
44
$3.9M 0.55%
31,325
+3,328
45
$3.9M 0.55%
47,335
+2,707
46
$3.86M 0.55%
44,504
+3,419
47
$3.85M 0.54%
49,815
+5,244
48
$3.84M 0.54%
29,471
+3,423
49
$3.83M 0.54%
74,472
+11,964
50
$3.76M 0.53%
25,909
+25,834
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