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
$723M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$24.6M
3
+$22.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.14M

Top Sells

1
+$46.7M
2
+$26M
3
+$23.3M
4
CSCO icon
Cisco
CSCO
+$5.64M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.27M

Sector Composition

1 Technology 9.66%
2 Industrials 5.16%
3 Consumer Discretionary 3.76%
4 Communication Services 3.19%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65M 0.78%
40,669
+2,025
27
$5.56M 0.77%
119,193
+4,692
28
$5.38M 0.74%
97,480
+9,351
29
$5.27M 0.73%
48,400
+2,782
30
$5.19M 0.72%
37,438
+1,387
31
$5.04M 0.7%
22,956
+2,722
32
$4.87M 0.67%
30,900
+1,260
33
$4.68M 0.65%
78,688
+2,991
34
$4.68M 0.65%
42,244
-210,094
35
$4.63M 0.64%
20,471
+385
36
$4.6M 0.64%
76,700
+10,842
37
$4.59M 0.63%
27,549
+1,307
38
$4.55M 0.63%
57,596
+6,281
39
$4.49M 0.62%
30,162
+1,112
40
$4.45M 0.62%
55,825
+7,326
41
$4.43M 0.61%
7,867
+945
42
$4.35M 0.6%
35,853
+1,140
43
$4.33M 0.6%
124,293
+4,071
44
$4.3M 0.59%
11,218
+382
45
$4.25M 0.59%
37,553
+4,748
46
$4.24M 0.59%
53,556
+2,079
47
$4.18M 0.58%
+63,743
48
$4.15M 0.57%
44,502
+707
49
$3.94M 0.54%
+38,208
50
$3.88M 0.54%
78,822
+4,062
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