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
551
$10K ﹤0.01%
375
552
$10K ﹤0.01%
240
-28,476
553
$10K ﹤0.01%
100
554
$10K ﹤0.01%
152
555
$10K ﹤0.01%
180
556
$10K ﹤0.01%
184
+1
557
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82
558
$10K ﹤0.01%
500
559
$10K ﹤0.01%
133
-1,077
560
$10K ﹤0.01%
392
561
$10K ﹤0.01%
154
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562
$10K ﹤0.01%
217
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563
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564
$10K ﹤0.01%
222
565
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206
566
$9K ﹤0.01%
132
567
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568
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569
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200
570
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571
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285
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572
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+250
573
$9K ﹤0.01%
129
-101
574
$9K ﹤0.01%
+284
575
$9K ﹤0.01%
197
21 22
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