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
$814M
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$36.8M
3
+$31.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$28.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$24.3M

Top Sells

1
+$248K
2
+$5.5K
3
+$5.37K
4
SH icon
ProShares Short S&P500
SH
+$2.45K
5
ALGN icon
Align Technology
ALGN
+$300

Sector Composition

1 Technology 11.01%
2 Industrials 5.53%
3 Healthcare 4.39%
4 Consumer Staples 4.02%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.78M 0.71%
8,157
+4,205
52
$5.74M 0.7%
81,824
+76,201
53
$5.15M 0.63%
53,076
+47,779
54
$4.94M 0.61%
93,146
+88,489
55
$4.62M 0.57%
7,056
+3,047
56
$4.62M 0.57%
17,306
+12,975
57
$4.62M 0.57%
312,443
+306,610
58
$4.28M 0.53%
50,952
+45,709
59
$4.27M 0.52%
38,856
+34,690
60
$4.15M 0.51%
+103,550
61
$4.12M 0.51%
+38,748
62
$4.07M 0.5%
33,800
+28,562
63
$4.06M 0.5%
278,150
+242,760
64
$3.99M 0.49%
101,260
+97,745
65
$3.66M 0.45%
73,885
+70,827
66
$3.6M 0.44%
10,340
+7,432
67
$3.31M 0.41%
113,553
+109,769
68
$3.26M 0.4%
56,356
+52,815
69
$3.23M 0.4%
136,529
+133,630
70
$3.23M 0.4%
7,077
+3,962
71
$3.18M 0.39%
36,048
+32,899
72
$3M 0.37%
46,308
+43,275
73
$2.83M 0.35%
81,875
+81,387
74
$2.75M 0.34%
16,081
+13,533
75
$2.52M 0.31%
64,529
+64,065
1 2
3
4 5