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
$560M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.33M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$3.64M
5
LMT icon
Lockheed Martin
LMT
+$3.17M

Top Sells

1
+$64.5M
2
+$8.9M
3
+$4.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M

Sector Composition

1 Technology 9.85%
2 Healthcare 4.35%
3 Industrials 3.95%
4 Financials 3.83%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
50
727
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47
728
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100
729
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800
730
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19
731
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88
732
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20
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733
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734
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18
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735
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+8
736
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30
737
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738
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739
$2K ﹤0.01%
900
740
$2K ﹤0.01%
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741
$2K ﹤0.01%
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744
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747
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32
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$2K ﹤0.01%
83
749
$2K ﹤0.01%
65
750
$2K ﹤0.01%
35
-291
28 29
30
31 32