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
676
$5K ﹤0.01%
+68
677
$5K ﹤0.01%
+286
678
$5K ﹤0.01%
+130
679
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680
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681
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682
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+340
683
$5K ﹤0.01%
+436
684
$5K ﹤0.01%
+31
685
$5K ﹤0.01%
+1,550
686
$5K ﹤0.01%
+147
687
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+36
688
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+163
689
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690
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+1,891
691
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692
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693
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694
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+174
695
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+500
696
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+93
697
$4K ﹤0.01%
+8
698
$4K ﹤0.01%
+320
699
$4K ﹤0.01%
+55
700
$4K ﹤0.01%
+45
26 27
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