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
551
$11K ﹤0.01%
+216
552
$11K ﹤0.01%
+100
553
$11K ﹤0.01%
+5,904
554
$11K ﹤0.01%
+129
555
$11K ﹤0.01%
+349
556
$11K ﹤0.01%
+8
557
$11K ﹤0.01%
+198
558
$11K ﹤0.01%
+400
559
$11K ﹤0.01%
+500
560
$11K ﹤0.01%
+1,006
561
$11K ﹤0.01%
+240
562
$10K ﹤0.01%
+526
563
$10K ﹤0.01%
+140
564
$10K ﹤0.01%
+25
565
$10K ﹤0.01%
+322
566
$10K ﹤0.01%
+34
567
$10K ﹤0.01%
+173
568
$10K ﹤0.01%
+274
569
$10K ﹤0.01%
+250
570
$10K ﹤0.01%
+324
571
$10K ﹤0.01%
+75
572
$10K ﹤0.01%
+348
573
$10K ﹤0.01%
+1,000
574
$10K ﹤0.01%
+180
575
$10K ﹤0.01%
+200
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