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
651
$6K ﹤0.01%
+200
652
$6K ﹤0.01%
+233
653
$6K ﹤0.01%
+227
654
$6K ﹤0.01%
+53
655
$6K ﹤0.01%
+11,000
656
$5K ﹤0.01%
+87
657
$5K ﹤0.01%
+104
658
$5K ﹤0.01%
+150
659
$5K ﹤0.01%
+259
660
$5K ﹤0.01%
+101
661
$5K ﹤0.01%
+100
662
$5K ﹤0.01%
+61
663
$5K ﹤0.01%
+61
664
$5K ﹤0.01%
+73
665
$5K ﹤0.01%
+61
666
$5K ﹤0.01%
+505
667
$5K ﹤0.01%
+29
668
$5K ﹤0.01%
+348
669
$5K ﹤0.01%
+135
670
$5K ﹤0.01%
+175
671
$5K ﹤0.01%
+19
672
$5K ﹤0.01%
+178
673
$5K ﹤0.01%
+163
674
$5K ﹤0.01%
+283
675
$5K ﹤0.01%
+94
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