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
526
$15K ﹤0.01%
1,079
+864
527
$15K ﹤0.01%
367
528
$15K ﹤0.01%
+155
529
$15K ﹤0.01%
417
-131
530
$15K ﹤0.01%
199
531
$15K ﹤0.01%
+992
532
$15K ﹤0.01%
120
-11
533
$15K ﹤0.01%
344
534
$15K ﹤0.01%
715
+14
535
$15K ﹤0.01%
302
+118
536
$14K ﹤0.01%
100
537
$14K ﹤0.01%
99
538
$14K ﹤0.01%
454
-130
539
$14K ﹤0.01%
101
+1
540
$14K ﹤0.01%
375
+212
541
$14K ﹤0.01%
+1,400
542
$14K ﹤0.01%
+1,230
543
$14K ﹤0.01%
121
+1
544
$14K ﹤0.01%
62
+50
545
$14K ﹤0.01%
+251
546
$14K ﹤0.01%
340
+1
547
$14K ﹤0.01%
200
-300
548
$14K ﹤0.01%
198
549
$14K ﹤0.01%
1,040
+924
550
$14K ﹤0.01%
+2,000
20 21
22
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