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
$560M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.33M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$3.64M
5
LMT icon
Lockheed Martin
LMT
+$3.17M

Top Sells

1
+$64.5M
2
+$8.9M
3
+$4.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M

Sector Composition

1 Technology 9.85%
2 Healthcare 4.35%
3 Industrials 3.95%
4 Financials 3.83%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K ﹤0.01%
339
-527
477
$15K ﹤0.01%
356
-20
478
$15K ﹤0.01%
198
479
$14K ﹤0.01%
200
480
$14K ﹤0.01%
608
-5,728
481
$14K ﹤0.01%
460
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482
$14K ﹤0.01%
120
-6
483
$14K ﹤0.01%
312
484
$14K ﹤0.01%
104
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485
$14K ﹤0.01%
665
486
$14K ﹤0.01%
400
-13
487
$14K ﹤0.01%
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488
$14K ﹤0.01%
275
489
$14K ﹤0.01%
199
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490
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$14K ﹤0.01%
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493
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256
494
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50
495
$14K ﹤0.01%
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-31
496
$13K ﹤0.01%
140
497
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+350
498
$13K ﹤0.01%
+550
499
$13K ﹤0.01%
240
500
$13K ﹤0.01%
114
-69
18 19
20
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