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
676
$6K ﹤0.01%
351
+3
677
$6K ﹤0.01%
136
+1
678
$6K ﹤0.01%
+150
679
$6K ﹤0.01%
600
680
$6K ﹤0.01%
137
681
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58
682
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131
+1
683
$6K ﹤0.01%
50
684
$6K ﹤0.01%
76
+1
685
$6K ﹤0.01%
182
686
$6K ﹤0.01%
340
687
$6K ﹤0.01%
38
688
$6K ﹤0.01%
7
689
$6K ﹤0.01%
147
690
$6K ﹤0.01%
233
691
$6K ﹤0.01%
+128
692
$6K ﹤0.01%
44
693
$5K ﹤0.01%
300
694
$5K ﹤0.01%
+60
695
$5K ﹤0.01%
101
+1
696
$5K ﹤0.01%
320
-500
697
$5K ﹤0.01%
+109
698
$5K ﹤0.01%
74
-55
699
$5K ﹤0.01%
+139
700
$5K ﹤0.01%
24
26 27
28
29 30