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
576
$12K ﹤0.01%
243
+1
577
$12K ﹤0.01%
200
578
$12K ﹤0.01%
198
+1
579
$12K ﹤0.01%
69
580
$12K ﹤0.01%
201
+1
581
$12K ﹤0.01%
+650
582
$12K ﹤0.01%
500
583
$12K ﹤0.01%
166
+1
584
$12K ﹤0.01%
+100
585
$11K ﹤0.01%
392
586
$11K ﹤0.01%
274
587
$11K ﹤0.01%
300
588
$11K ﹤0.01%
105
-10,675
589
$11K ﹤0.01%
200
590
$11K ﹤0.01%
126
591
$11K ﹤0.01%
+100
592
$11K ﹤0.01%
1,273
593
$11K ﹤0.01%
487
+485
594
$11K ﹤0.01%
1,000
595
$10K ﹤0.01%
140
596
$10K ﹤0.01%
403
+122
597
$10K ﹤0.01%
288
+3
598
$10K ﹤0.01%
250
599
$10K ﹤0.01%
215
600
$10K ﹤0.01%
500
22 23
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