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
$814M
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$36.8M
3
+$31.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$28.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$24.3M

Top Sells

1
+$248K
2
+$5.5K
3
+$5.37K
4
SH icon
ProShares Short S&P500
SH
+$2.45K
5
ALGN icon
Align Technology
ALGN
+$300

Sector Composition

1 Technology 11.01%
2 Industrials 5.53%
3 Healthcare 4.39%
4 Consumer Staples 4.02%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.33M 1.02%
31,599
+24,570
27
$8.11M 1%
80,402
+73,947
28
$7.99M 0.98%
42,635
+36,434
29
$7.98M 0.98%
30,378
+24,674
30
$7.82M 0.96%
14,751
+7,875
31
$7.62M 0.94%
161,319
+141,351
32
$7.32M 0.9%
56,722
+49,324
33
$7.28M 0.89%
75,818
+70,572
34
$7.2M 0.88%
30,136
+24,319
35
$7.12M 0.87%
138,974
+132,930
36
$7.05M 0.87%
42,986
+37,497
37
$6.95M 0.85%
21,990
+16,071
38
$6.89M 0.85%
107,617
+102,559
39
$6.57M 0.81%
63,030
+54,640
40
$6.55M 0.8%
78,322
+72,338
41
$6.46M 0.79%
152,016
+146,531
42
$6.27M 0.77%
65,499
+61,335
43
$6.25M 0.77%
62,743
+57,141
44
$6.08M 0.75%
44,856
+38,630
45
$6.02M 0.74%
+97,604
46
$5.93M 0.73%
145,842
+140,387
47
$5.9M 0.72%
212,105
+205,427
48
$5.87M 0.72%
+123,545
49
$5.83M 0.72%
53,489
+49,421
50
$5.78M 0.71%
121,409
+117,591
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