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
$966M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$6.77M
3
+$6.54M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.35M
5
IAU icon
iShares Gold Trust
IAU
+$5.65M

Top Sells

1
+$13.7M
2
+$10.2M
3
+$6.17M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.09M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$5.57M

Sector Composition

1 Technology 14.02%
2 Industrials 5.7%
3 Consumer Discretionary 4.03%
4 Financials 3.96%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.57M 0.68%
33,061
+131
52
$6.55M 0.68%
29,507
+4,282
53
$6.42M 0.66%
109,419
+15,501
54
$6.37M 0.66%
94,426
+4
55
$6.35M 0.66%
+102,535
56
$6.29M 0.65%
119,455
+1,208
57
$6.19M 0.64%
112,594
+3,914
58
$5.63M 0.58%
221,988
+148,386
59
$5.49M 0.57%
135,065
-2,144
60
$5.37M 0.56%
146,511
+1,664
61
$4.87M 0.5%
45,916
-1,274
62
$4.75M 0.49%
41,667
-3,391
63
$4.69M 0.49%
11,923
+2,501
64
$4.61M 0.48%
19,405
+4,651
65
$4.6M 0.48%
40,356
-2,806
66
$4.58M 0.47%
38,231
+2,732
67
$4.51M 0.47%
89,775
+11,858
68
$4.26M 0.44%
7,914
+866
69
$4.11M 0.42%
42,064
-6,987
70
$4.06M 0.42%
39,007
-8,869
71
$3.7M 0.38%
+7,702
72
$3.68M 0.38%
270,226
-28,420
73
$3.27M 0.34%
20,768
+2,618
74
$2.72M 0.28%
49,141
+7,522
75
$2.64M 0.27%
7,748
+1,945
1 2
3
4 5