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
51
$3.67M 0.52%
+34,101
52
$3.6M 0.51%
+94,482
53
$3.52M 0.5%
23,014
+2,867
54
$3.45M 0.49%
21,118
+17,436
55
$3.27M 0.46%
69,327
+1,044
56
$3.19M 0.45%
637,429
+135,299
57
$3.1M 0.44%
+81,359
58
$3.02M 0.43%
26,681
+23,424
59
$3M 0.42%
11,340
+614
60
$2.86M 0.41%
25,022
+964
61
$2.82M 0.4%
+58,705
62
$2.75M 0.39%
13,403
+177
63
$2.68M 0.38%
12,593
+155
64
$2.43M 0.34%
46,303
+8,513
65
$2.36M 0.33%
30,096
-139,720
66
$2.29M 0.32%
22,558
-6,591
67
$2.18M 0.31%
40,260
+3,360
68
$2.18M 0.31%
56,020
-33,270
69
$2.08M 0.29%
28,593
+6,148
70
$2.07M 0.29%
5,626
+441
71
$1.71M 0.24%
10,667
+1,099
72
$1.7M 0.24%
414,960
+48,240
73
$1.69M 0.24%
9,396
+663
74
$1.68M 0.24%
8,193
+901
75
$1.63M 0.23%
30,151
+3,523
1 2
3
4 5