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
$707M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$35.9M
3
+$35.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$13M
5
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$12.3M

Top Sells

1
+$50.4M
2
+$14.2M
3
+$10.9M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.91M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.35M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 3.97%
3 Healthcare 3.75%
4 Industrials 3.64%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$19K ﹤0.01%
256
+56
477
$19K ﹤0.01%
1,024
-369
478
$19K ﹤0.01%
795
+1
479
$19K ﹤0.01%
251
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480
$19K ﹤0.01%
349
481
$19K ﹤0.01%
516
+10
482
$18K ﹤0.01%
1,132
+8
483
$18K ﹤0.01%
346
-558
484
$18K ﹤0.01%
73
485
$18K ﹤0.01%
2,700
486
$18K ﹤0.01%
126
487
$18K ﹤0.01%
532
488
$17K ﹤0.01%
200
489
$17K ﹤0.01%
400
490
$17K ﹤0.01%
+3,157
491
$17K ﹤0.01%
457
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492
$17K ﹤0.01%
119
493
$17K ﹤0.01%
191
494
$17K ﹤0.01%
250
495
$17K ﹤0.01%
154
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496
$17K ﹤0.01%
1,621
+21
497
$17K ﹤0.01%
84
498
$17K ﹤0.01%
201
-536
499
$17K ﹤0.01%
205
500
$17K ﹤0.01%
105
+1
18 19
20
21 22