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
601
$8K ﹤0.01%
+184
602
$8K ﹤0.01%
+105
603
$8K ﹤0.01%
+400
604
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605
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606
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607
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+393
608
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+211
609
$8K ﹤0.01%
+206
610
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+191
611
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+183
612
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613
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614
$8K ﹤0.01%
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615
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616
$8K ﹤0.01%
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617
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618
$8K ﹤0.01%
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619
$7K ﹤0.01%
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620
$7K ﹤0.01%
+670
621
$7K ﹤0.01%
+104
622
$7K ﹤0.01%
+110
623
$7K ﹤0.01%
+620
624
$7K ﹤0.01%
+294
625
$7K ﹤0.01%
+60
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