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
51
$2.87M 0.51%
502,130
+83,620
52
$2.86M 0.51%
53,076
+1,242
53
$2.61M 0.47%
13,226
-1,107
54
$2.52M 0.45%
10,726
+2,438
55
$2.5M 0.45%
12,438
-2,615
56
$2.5M 0.45%
24,058
+2,808
57
$2.17M 0.39%
36,900
+7,420
58
$2.01M 0.36%
37,790
+15,078
59
$1.85M 0.33%
5,185
+1,351
60
$1.72M 0.31%
69,298
-4,207
61
$1.65M 0.29%
366,720
+117,360
62
$1.62M 0.29%
22,445
+1,889
63
$1.58M 0.28%
8,645
+3,243
64
$1.5M 0.27%
25,742
-2,347
65
$1.43M 0.26%
8,733
+4,410
66
$1.43M 0.26%
19,055
+6,965
67
$1.37M 0.25%
11,044
+5,097
68
$1.33M 0.24%
7,292
+3,467
69
$1.33M 0.24%
8,397
+3,796
70
$1.32M 0.24%
78,450
+35,300
71
$1.31M 0.23%
8,413
-2,136
72
$1.31M 0.23%
749
+411
73
$1.31M 0.23%
6,811
-448
74
$1.31M 0.23%
9,568
+4,319
75
$1.3M 0.23%
14,905
+6,014
1 2
3
4 5