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
$1B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.44M
3
+$5.62M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.64M
5
EVR icon
Evercore
EVR
+$4.21M

Top Sells

1
+$9.17M
2
+$7.86M
3
+$5.35M
4
FI icon
Fiserv
FI
+$5.14M
5
LMT icon
Lockheed Martin
LMT
+$4.93M

Sector Composition

1 Technology 15.02%
2 Industrials 6.66%
3 Consumer Discretionary 5.1%
4 Financials 4.74%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.72M 0.67%
42,968
+1,572
52
$6.69M 0.67%
77,690
+2,424
53
$6.49M 0.65%
76,886
+3,213
54
$6.22M 0.62%
24,479
+765
55
$6.08M 0.6%
65,085
+2,186
56
$5.89M 0.59%
93,698
+8,897
57
$5.8M 0.58%
67,855
-62,603
58
$5.62M 0.56%
+88,727
59
$5.59M 0.56%
26,385
+1,564
60
$5.52M 0.55%
15,362
+706
61
$5.44M 0.54%
31,838
+2,544
62
$5.38M 0.54%
74,875
+2,960
63
$5.29M 0.53%
101,721
+4,445
64
$4.8M 0.48%
25,436
+1,885
65
$4.76M 0.47%
7,129
+361
66
$4.61M 0.46%
207,529
+58,104
67
$4.51M 0.45%
21,819
+1,079
68
$4.41M 0.44%
65,224
-968
69
$4.38M 0.44%
8,887
+464
70
$4.21M 0.42%
+31,022
71
$4.21M 0.42%
10,483
+477
72
$4.04M 0.4%
+128,507
73
$3.98M 0.4%
72,557
-44,746
74
$3.98M 0.4%
114,366
+18,949
75
$3.97M 0.39%
+26,770
1 2
3
4 5