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%
+340
677
$5K ﹤0.01%
+436
678
$5K ﹤0.01%
+31
679
$5K ﹤0.01%
+1,550
680
$5K ﹤0.01%
+147
681
$5K ﹤0.01%
+36
682
$5K ﹤0.01%
+163
683
$5K ﹤0.01%
+144
684
$5K ﹤0.01%
+1,891
685
$5K ﹤0.01%
+54
686
$5K ﹤0.01%
+200
687
$5K ﹤0.01%
+174
688
$5K ﹤0.01%
+500
689
$5K ﹤0.01%
+178
690
$5K ﹤0.01%
+94
691
$5K ﹤0.01%
+68
692
$5K ﹤0.01%
+286
693
$5K ﹤0.01%
+130
694
$5K ﹤0.01%
+50
695
$5K ﹤0.01%
+111
696
$4K ﹤0.01%
+8
697
$4K ﹤0.01%
+93
698
$4K ﹤0.01%
+320
699
$4K ﹤0.01%
+55
700
$4K ﹤0.01%
+45
26 27
28
29 30