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
$718K
AUM Growth
-$743M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.5K
2
+$5.49K
3
+$5.46K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$5.37K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.59K

Top Sells

1
+$6.31M
2
+$6.25M
3
+$1.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.03M
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$871K

Sector Composition

1 Technology 11.71%
2 Industrials 5.33%
3 Healthcare 4.05%
4 Consumer Staples 3.92%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.24K 0.73%
5,238
-32,739
52
$5.06K 0.7%
5,058
-78,652
53
$4.66K 0.65%
4,657
-83,953
54
$4.33K 0.6%
4,331
-12,277
55
$4.17K 0.58%
4,166
-25,929
56
$4.16K 0.58%
4,164
-44,796
57
$4.07K 0.57%
4,068
-36,182
58
$4.01K 0.56%
4,009
-2,773
59
$3.95K 0.55%
3,952
-2,087
60
$3.82K 0.53%
3,818
-87,429
61
$3.78K 0.53%
3,784
-75,330
62
$3.54K 0.49%
3,541
-32,914
63
$3.54K 0.49%
35,390
-211,650
64
$3.52K 0.49%
3,515
-87,109
65
$3.15K 0.44%
3,149
-29,831
66
$3.12K 0.43%
3,115
-3,290
67
$3.06K 0.43%
3,058
-61,071
68
$3.03K 0.42%
3,033
-44,772
69
$2.91K 0.41%
2,908
-7,869
70
$2.9K 0.4%
2,899
-134,001
71
$2.55K 0.35%
2,548
-18,304
72
$2.45K 0.34%
612
-58,069
73
$2.41K 0.34%
+2,412
74
$2.25K 0.31%
2,254
-6,071
75
$2.19K 0.3%
2,188
-101,785
1 2
3
4 5