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
$718K
AUM Growth
-$743M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.5K
2
+$5.49K
3
+$5.46K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$5.37K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.59K

Top Sells

1
+$6.31M
2
+$6.25M
3
+$1.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.03M
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$871K

Sector Composition

1 Technology 11.71%
2 Industrials 5.33%
3 Healthcare 4.05%
4 Consumer Staples 3.92%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.7K 0.93%
6,700
-44,969
27
$6.68K 0.93%
6,678
-223,401
28
$6.66K 0.93%
19,968
-125,670
29
$6.57K 0.92%
6,573
-33,493
30
$6.46K 0.9%
6,455
-72,067
31
$6.23K 0.87%
6,226
-35,302
32
$6.2K 0.86%
6,201
-33,941
33
$6.04K 0.84%
6,044
-130,910
34
$6K 0.84%
6,000
-291,590
35
$5.98K 0.83%
5,984
-67,493
36
$5.92K 0.82%
5,919
-14,934
37
$5.86K 0.82%
5,858
-76,862
38
$5.83K 0.81%
5,833
-690,898
39
$5.82K 0.81%
5,817
-19,800
40
$5.7K 0.79%
5,704
-19,586
41
$5.62K 0.78%
5,623
-69,174
42
$5.6K 0.78%
5,602
-55,638
43
$5.5K 0.77%
+5,497
44
$5.49K 0.76%
5,489
-33,261
45
$5.49K 0.76%
+5,485
46
$5.46K 0.76%
+5,455
47
$5.37K 0.75%
+5,373
48
$5.3K 0.74%
5,297
-110,639
49
$5.25K 0.73%
5,246
-65,298
50
$5.24K 0.73%
5,243
-36,068
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