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
576
$10K ﹤0.01%
+59
577
$9K ﹤0.01%
+392
578
$9K ﹤0.01%
+500
579
$9K ﹤0.01%
+100
580
$9K ﹤0.01%
+106
581
$9K ﹤0.01%
+300
582
$9K ﹤0.01%
+184
583
$9K ﹤0.01%
+100
584
$9K ﹤0.01%
+200
585
$9K ﹤0.01%
+362
586
$9K ﹤0.01%
+197
587
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588
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589
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590
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591
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592
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+392
593
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+418
594
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+263
595
$9K ﹤0.01%
+200
596
$9K ﹤0.01%
+256
597
$9K ﹤0.01%
+224
598
$9K ﹤0.01%
+200
599
$9K ﹤0.01%
+143
600
$8K ﹤0.01%
+85
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