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
651
$8K ﹤0.01%
197
652
$8K ﹤0.01%
72
653
$8K ﹤0.01%
152
+1
654
$8K ﹤0.01%
100
-33
655
$8K ﹤0.01%
2,750
656
$7K ﹤0.01%
132
657
$7K ﹤0.01%
+1,000
658
$7K ﹤0.01%
259
659
$7K ﹤0.01%
+33
660
$7K ﹤0.01%
228
-114
661
$7K ﹤0.01%
1,100
662
$7K ﹤0.01%
100
663
$7K ﹤0.01%
133
664
$7K ﹤0.01%
+1,154
665
$7K ﹤0.01%
44
666
$7K ﹤0.01%
198
667
$7K ﹤0.01%
+159
668
$7K ﹤0.01%
222
669
$7K ﹤0.01%
227
670
$7K ﹤0.01%
53
671
$6K ﹤0.01%
150
672
$6K ﹤0.01%
45
673
$6K ﹤0.01%
261
+2
674
$6K ﹤0.01%
42
675
$6K ﹤0.01%
77
25 26
27
28 29