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
$545M
AUM Growth
-$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.2M
3
+$7.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.91M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$5.84M

Top Sells

1
+$66.8M
2
+$45M
3
+$35.2M
4
AAPL icon
Apple
AAPL
+$35.2M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$22.9M

Sector Composition

1 Technology 12.11%
2 Financials 6.36%
3 Communication Services 5.21%
4 Healthcare 3.38%
5 Real Estate 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.34M 1.16%
14,369
+225
27
$6.18M 1.13%
439,690
+20,245
28
$6.07M 1.11%
72,162
-2,631
29
$6.06M 1.11%
23,088
+165
30
$6.04M 1.11%
85,293
-9,109
31
$5.91M 1.08%
+81,403
32
$5.84M 1.07%
+102,621
33
$5.81M 1.07%
+73,640
34
$5.53M 1.01%
9,958
+9,423
35
$5.21M 0.95%
91,833
+19,449
36
$4.47M 0.82%
5,260
+6
37
$3.38M 0.62%
18,431
-3,633
38
$2.93M 0.54%
5,375
-81
39
$2.83M 0.52%
34,207
+3,261
40
$2.82M 0.52%
24,361
+1,276
41
$2.81M 0.52%
10,925
+246
42
$2.74M 0.5%
52,712
-726
43
$2.69M 0.49%
10,467
-248
44
$2.65M 0.49%
33,706
+862
45
$2.65M 0.49%
8,459
+7,594
46
$2.65M 0.49%
3,363
+18
47
$2.57M 0.47%
97,539
+4,583
48
$2.42M 0.44%
16,094
-6,639
49
$2.33M 0.43%
46,667
+4,821
50
$2.21M 0.4%
10,052
+97
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