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
701
$4K ﹤0.01%
+99
702
$4K ﹤0.01%
+38
703
$4K ﹤0.01%
+60
704
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+233
705
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+100
706
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+421
707
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+88
708
$4K ﹤0.01%
+29
709
$4K ﹤0.01%
+650
710
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+80
711
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+174
712
$4K ﹤0.01%
+25
713
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+200
714
$4K ﹤0.01%
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715
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716
$4K ﹤0.01%
+87
717
$4K ﹤0.01%
+21
718
$3K ﹤0.01%
+70
719
– –
0
720
$3K ﹤0.01%
+91
721
$3K ﹤0.01%
+200
722
$3K ﹤0.01%
+247
723
$3K ﹤0.01%
+98
724
$3K ﹤0.01%
+97
725
$3K ﹤0.01%
+72
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