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
$731M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$20.6M
3
+$8.87M
4
ADP icon
Automatic Data Processing
ADP
+$5.67M
5
ABT icon
Abbott
ABT
+$4.83M

Top Sells

1
+$23.1M
2
+$11.7M
3
+$6.22M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$5.36M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.2M

Sector Composition

1 Technology 9.51%
2 Industrials 4.44%
3 Consumer Discretionary 3.78%
4 Healthcare 3.46%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.88M 0.81%
53,245
+4,259
27
$5.85M 0.8%
26,783
+1,430
28
$5.75M 0.79%
154,310
+10,070
29
$5.67M 0.78%
+33,266
30
$5.35M 0.73%
42,813
+923
31
$5.21M 0.71%
38,142
+35,104
32
$5.17M 0.71%
130,452
+7,311
33
$5.14M 0.7%
24,416
+1,600
34
$5.13M 0.7%
83,474
+6,409
35
$5.12M 0.7%
25,896
+2,350
36
$5.1M 0.7%
34,939
+2,443
37
$5.05M 0.69%
60,989
+5,049
38
$5.04M 0.69%
84,144
+4,030
39
$5.01M 0.69%
12,880
+757
40
$5M 0.68%
57,672
+4,510
41
$4.91M 0.67%
34,551
+2,943
42
$4.83M 0.66%
+55,667
43
$4.78M 0.65%
128,589
+13,430
44
$4.75M 0.65%
52,965
+4,286
45
$4.71M 0.65%
55,420
+4,731
46
$4.59M 0.63%
+40,326
47
$4.53M 0.62%
37,627
+2,285
48
$4.46M 0.61%
+32,550
49
$3.93M 0.54%
+42,580
50
$3.92M 0.54%
80,313
+9,136
1
2
3 4 5