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
651
$5K ﹤0.01%
29
652
$5K ﹤0.01%
210
+120
653
$5K ﹤0.01%
80
654
$5K ﹤0.01%
125
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655
$5K ﹤0.01%
75
656
$5K ﹤0.01%
236
+200
657
$5K ﹤0.01%
436
658
$5K ﹤0.01%
413
659
$5K ﹤0.01%
335
660
$5K ﹤0.01%
144
661
$5K ﹤0.01%
200
-385
662
$5K ﹤0.01%
200
663
$5K ﹤0.01%
187
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664
$4K ﹤0.01%
24
+16
665
$4K ﹤0.01%
55
666
$4K ﹤0.01%
2
667
$4K ﹤0.01%
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$4K ﹤0.01%
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669
$4K ﹤0.01%
97
670
$4K ﹤0.01%
72
671
$4K ﹤0.01%
233
672
$4K ﹤0.01%
67
673
$4K ﹤0.01%
233
674
$4K ﹤0.01%
2,000
675
$4K ﹤0.01%
200
25 26
27
28 29