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
601
$10K ﹤0.01%
152
602
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603
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125
604
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218
+2
605
$10K ﹤0.01%
360
-7
606
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200
607
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879
608
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609
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+3
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250
611
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215
612
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500
613
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+100
614
$10K ﹤0.01%
133
615
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505
+5
616
$10K ﹤0.01%
101
+1
617
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258
618
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101
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619
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294
620
$9K ﹤0.01%
223
621
$9K ﹤0.01%
8
622
$9K ﹤0.01%
210
-7
623
$9K ﹤0.01%
530
+200
624
$9K ﹤0.01%
222
625
$9K ﹤0.01%
+585
23 24
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