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
626
$9K ﹤0.01%
211
627
$9K ﹤0.01%
198
-42
628
$9K ﹤0.01%
403
+167
629
$9K ﹤0.01%
188
630
$9K ﹤0.01%
56
+20
631
$9K ﹤0.01%
392
632
$9K ﹤0.01%
110
+19
633
$9K ﹤0.01%
204
-40
634
$9K ﹤0.01%
8
635
$9K ﹤0.01%
210
-7
636
$9K ﹤0.01%
530
+200
637
$9K ﹤0.01%
222
638
$9K ﹤0.01%
+585
639
$8K ﹤0.01%
+1,000
640
$8K ﹤0.01%
184
641
$8K ﹤0.01%
+523
642
$8K ﹤0.01%
402
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643
$8K ﹤0.01%
+278
644
$8K ﹤0.01%
620
645
$8K ﹤0.01%
54
-50
646
$8K ﹤0.01%
60
647
$8K ﹤0.01%
435
+4
648
$8K ﹤0.01%
112
649
$8K ﹤0.01%
+300
650
$8K ﹤0.01%
+266
24 25
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