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
$568M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$44.5M
3
+$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$25.2M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$23.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.95%
2 Healthcare 4.09%
3 Financials 2.82%
4 Consumer Discretionary 2.78%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16K ﹤0.01%
+50
477
$16K ﹤0.01%
+310
478
$16K ﹤0.01%
+2,750
479
$15K ﹤0.01%
+200
480
$15K ﹤0.01%
+312
481
$15K ﹤0.01%
+258
482
$15K ﹤0.01%
+1,124
483
$15K ﹤0.01%
+1,600
484
$15K ﹤0.01%
+558
485
$15K ﹤0.01%
+84
486
$15K ﹤0.01%
+376
487
$15K ﹤0.01%
+385
488
$15K ﹤0.01%
+126
489
$15K ﹤0.01%
+92
490
$15K ﹤0.01%
+90
491
$15K ﹤0.01%
+700
492
$15K ﹤0.01%
+532
493
$14K ﹤0.01%
+454
494
$14K ﹤0.01%
+230
495
$14K ﹤0.01%
+1,188
496
$14K ﹤0.01%
+342
497
$14K ﹤0.01%
+413
498
$14K ﹤0.01%
+337
499
$14K ﹤0.01%
+550
500
$14K ﹤0.01%
+205
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