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
551
$13K ﹤0.01%
460
552
$13K ﹤0.01%
329
+2
553
$13K ﹤0.01%
82
554
$13K ﹤0.01%
165
+1
555
$13K ﹤0.01%
110
556
$13K ﹤0.01%
500
557
$13K ﹤0.01%
+100
558
$13K ﹤0.01%
400
559
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251
+1
560
$13K ﹤0.01%
141
+1
561
$13K ﹤0.01%
+236
562
$13K ﹤0.01%
299
+3
563
$13K ﹤0.01%
522
-13
564
$13K ﹤0.01%
345
-3
565
$13K ﹤0.01%
808
+713
566
$13K ﹤0.01%
184
567
$13K ﹤0.01%
5,902
568
$13K ﹤0.01%
163
569
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-4
570
$13K ﹤0.01%
627
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571
$12K ﹤0.01%
25
572
$12K ﹤0.01%
30
573
$12K ﹤0.01%
+97
574
$12K ﹤0.01%
550
575
$12K ﹤0.01%
240
21 22
23
24 25