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
$723M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$24.6M
3
+$22.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.14M

Top Sells

1
+$46.7M
2
+$26M
3
+$23.3M
4
CSCO icon
Cisco
CSCO
+$5.64M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.27M

Sector Composition

1 Technology 9.66%
2 Industrials 5.16%
3 Consumer Discretionary 3.76%
4 Communication Services 3.19%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.68M 0.51%
102,176
-62,839
52
$3.55M 0.49%
25,448
+1,271
53
$3.27M 0.45%
32,033
-2,197
54
$3.21M 0.44%
59,000
+6,822
55
$3.13M 0.43%
231,520
+280
56
$3.13M 0.43%
30,067
-254
57
$3.11M 0.43%
+227,526
58
$3.06M 0.42%
28,255
+1,906
59
$2.94M 0.41%
+29,474
60
$2.71M 0.37%
13,731
+1,211
61
$2.69M 0.37%
15,209
+2,855
62
$2.52M 0.35%
43,856
+1,501
63
$2.49M 0.34%
52,788
+9,937
64
$2.44M 0.34%
7,221
+632
65
$2.33M 0.32%
9,261
+1,593
66
$2.31M 0.32%
40,330
-42,142
67
$2.15M 0.3%
52,355
+6,506
68
$2.13M 0.29%
+36,039
69
$2.11M 0.29%
21,354
+4,285
70
$2.1M 0.29%
+82,256
71
$2.09M 0.29%
7,469
+861
72
$2.03M 0.28%
6,911
+692
73
$1.98M 0.27%
9,501
-173
74
$1.92M 0.27%
26,140
+4,000
75
$1.91M 0.26%
5,835
+462
1 2
3
4 5