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
751
$2K ﹤0.01%
95
752
$2K ﹤0.01%
+35
753
$2K ﹤0.01%
100
754
$2K ﹤0.01%
22
755
$2K ﹤0.01%
366
756
$2K ﹤0.01%
106
+57
757
$2K ﹤0.01%
52
758
$2K ﹤0.01%
100
759
$2K ﹤0.01%
500
760
$2K ﹤0.01%
100
761
$2K ﹤0.01%
+400
762
$2K ﹤0.01%
113
-41
763
$2K ﹤0.01%
116
764
$2K ﹤0.01%
27
765
$2K ﹤0.01%
+100
766
$2K ﹤0.01%
14
767
$1K ﹤0.01%
9
-9
768
$1K ﹤0.01%
11
769
$1K ﹤0.01%
50
-53
770
$1K ﹤0.01%
25
771
$1K ﹤0.01%
33
+16
772
$1K ﹤0.01%
12
-58
773
$1K ﹤0.01%
300
774
$1K ﹤0.01%
50
775
$1K ﹤0.01%
47
29 30
31
32 33