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
776
$2K ﹤0.01%
+32
777
$2K ﹤0.01%
+325
778
$2K ﹤0.01%
+21
779
$2K ﹤0.01%
+83
780
$2K ﹤0.01%
+7
781
$2K ﹤0.01%
+32
782
$2K ﹤0.01%
+65
783
$2K ﹤0.01%
+77
784
$2K ﹤0.01%
+103
785
$2K ﹤0.01%
+2
786
$2K ﹤0.01%
+95
787
$2K ﹤0.01%
+28
788
$2K ﹤0.01%
+100
789
$2K ﹤0.01%
+417
790
$2K ﹤0.01%
+500
791
$2K ﹤0.01%
+48
792
$2K ﹤0.01%
+154
793
$2K ﹤0.01%
+27
794
$2K ﹤0.01%
+16
795
$2K ﹤0.01%
+130
796
$1K ﹤0.01%
+18
797
$1K ﹤0.01%
+3
798
$1K ﹤0.01%
+11
799
$1K ﹤0.01%
+14
800
$1K ﹤0.01%
+25
30 31
32
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