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
676
$4K ﹤0.01%
650
677
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140
-655
678
$4K ﹤0.01%
70
679
$4K ﹤0.01%
+375
680
$4K ﹤0.01%
+100
681
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200
682
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+380
683
$4K ﹤0.01%
159
684
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7
685
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100
686
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21
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687
$4K ﹤0.01%
36
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688
$4K ﹤0.01%
107
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689
$4K ﹤0.01%
1,891
690
$4K ﹤0.01%
200
691
$3K ﹤0.01%
247
692
$3K ﹤0.01%
59
693
$3K ﹤0.01%
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694
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27
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695
$3K ﹤0.01%
72
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696
$3K ﹤0.01%
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697
$3K ﹤0.01%
+100
698
$3K ﹤0.01%
12
-41
699
– –
0
700
$3K ﹤0.01%
72
-19
26 27
28
29 30