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
526
$12K ﹤0.01%
+200
527
$12K ﹤0.01%
+218
528
$12K ﹤0.01%
+129
529
$12K ﹤0.01%
+125
530
$12K ﹤0.01%
+86
531
$12K ﹤0.01%
+201
532
$12K ﹤0.01%
+732
533
$12K ﹤0.01%
+302
534
$12K ﹤0.01%
+377
535
$11K ﹤0.01%
+86
536
$11K ﹤0.01%
+126
537
$11K ﹤0.01%
+396
538
$11K ﹤0.01%
+82
539
$11K ﹤0.01%
+500
540
$11K ﹤0.01%
+240
541
$11K ﹤0.01%
+140
542
$11K ﹤0.01%
+242
543
$11K ﹤0.01%
+126
544
$11K ﹤0.01%
+536
545
$11K ﹤0.01%
+623
546
$11K ﹤0.01%
+2,320
547
$11K ﹤0.01%
+463
548
$11K ﹤0.01%
+215
549
$11K ﹤0.01%
+194
550
$11K ﹤0.01%
+100
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