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
626
$7K ﹤0.01%
+399
627
$7K ﹤0.01%
+375
628
$7K ﹤0.01%
+144
629
$7K ﹤0.01%
+1,100
630
$7K ﹤0.01%
+112
631
$7K ﹤0.01%
+197
632
$7K ﹤0.01%
+107
633
$7K ﹤0.01%
+222
634
$6K ﹤0.01%
+112
635
$6K ﹤0.01%
+335
636
$6K ﹤0.01%
+198
637
$6K ﹤0.01%
+200
638
$6K ﹤0.01%
+233
639
$6K ﹤0.01%
+227
640
$6K ﹤0.01%
+53
641
$6K ﹤0.01%
+11,000
642
$6K ﹤0.01%
+300
643
$6K ﹤0.01%
+215
644
$6K ﹤0.01%
+249
645
$6K ﹤0.01%
+182
646
$6K ﹤0.01%
+479
647
$6K ﹤0.01%
+600
648
$6K ﹤0.01%
+62
649
$6K ﹤0.01%
+354
650
$6K ﹤0.01%
+2,268
24 25
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