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
$568M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$44.5M
3
+$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$25.2M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$23.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.95%
2 Healthcare 4.09%
3 Financials 2.82%
4 Consumer Discretionary 2.78%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+59
727
$3K ﹤0.01%
+74
728
$3K ﹤0.01%
+82
729
$3K ﹤0.01%
+129
730
$3K ﹤0.01%
+800
731
$3K ﹤0.01%
+64
732
$3K ﹤0.01%
+67
733
$3K ﹤0.01%
+460
734
$3K ﹤0.01%
+233
735
$3K ﹤0.01%
+189
736
$3K ﹤0.01%
+200
737
$3K ﹤0.01%
+145
738
$3K ﹤0.01%
+70
739
$3K ﹤0.01%
+200
740
$3K ﹤0.01%
+215
741
$3K ﹤0.01%
+413
742
$3K ﹤0.01%
+197
743
$3K ﹤0.01%
+100
744
$3K ﹤0.01%
+37
745
$3K ﹤0.01%
+30
746
$3K ﹤0.01%
+150
747
$3K ﹤0.01%
+50
748
$3K ﹤0.01%
+82
749
$3K ﹤0.01%
+275
750
$3K ﹤0.01%
+100
28 29
30
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