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
$560M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.33M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$3.64M
5
LMT icon
Lockheed Martin
LMT
+$3.17M

Top Sells

1
+$64.5M
2
+$8.9M
3
+$4.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M

Sector Composition

1 Technology 9.85%
2 Healthcare 4.35%
3 Industrials 3.95%
4 Financials 3.83%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6K ﹤0.01%
130
627
$6K ﹤0.01%
340
628
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38
-457
629
$6K ﹤0.01%
147
630
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36
631
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163
632
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633
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-10
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$5K ﹤0.01%
150
635
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45
636
$5K ﹤0.01%
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637
$5K ﹤0.01%
+300
638
$5K ﹤0.01%
100
639
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56
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640
$5K ﹤0.01%
42
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641
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29
+24
642
$5K ﹤0.01%
505
643
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29
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+132
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$5K ﹤0.01%
129
646
$5K ﹤0.01%
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647
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26
-100
648
$5K ﹤0.01%
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649
$5K ﹤0.01%
137
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650
$5K ﹤0.01%
58
-10
24 25
26
27 28