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
$731M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$20.6M
3
+$8.87M
4
ADP icon
Automatic Data Processing
ADP
+$5.67M
5
ABT icon
Abbott
ABT
+$4.83M

Top Sells

1
+$23.1M
2
+$11.7M
3
+$6.22M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$5.36M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.2M

Sector Composition

1 Technology 9.51%
2 Industrials 4.44%
3 Consumer Discretionary 3.78%
4 Healthcare 3.46%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.47%
40,948
-275,342
52
$2.98M 0.41%
+45,790
53
$2.96M 0.41%
+13,922
54
$2.81M 0.38%
9,410
-822
55
$2.73M 0.37%
13,010
-117
56
$2.67M 0.37%
14,655
-5,642
57
$2.64M 0.36%
75,659
-8,231
58
$2.5M 0.34%
23,099
-810
59
$2.39M 0.33%
35,660
-3,480
60
$2.23M 0.3%
21,698
-324
61
$2.15M 0.29%
366,600
-33,880
62
$2.03M 0.28%
+37,136
63
$1.99M 0.27%
+33,565
64
$1.86M 0.25%
18,276
+944
65
$1.72M 0.24%
7,432
-1,077
66
$1.68M 0.23%
42,509
-23,714
67
$1.66M 0.23%
6,452
-876
68
$1.59M 0.22%
+74,460
69
$1.59M 0.22%
4,929
-36,503
70
$1.58M 0.22%
8,649
-1,005
71
$1.57M 0.22%
8,836
-861
72
$1.55M 0.21%
15,347
-933
73
$1.53M 0.21%
7,213
-634
74
$1.43M 0.2%
697
-60
75
$1.42M 0.19%
22,635
-66
1 2
3
4 5