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
$707M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$35.9M
3
+$35.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$13M
5
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$12.3M

Top Sells

1
+$50.4M
2
+$14.2M
3
+$10.9M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.91M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.35M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 3.97%
3 Healthcare 3.75%
4 Industrials 3.64%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
95
802
$2K ﹤0.01%
60
803
$2K ﹤0.01%
208
804
$2K ﹤0.01%
96
-300
805
$2K ﹤0.01%
32
806
$2K ﹤0.01%
83
807
$2K ﹤0.01%
+70
808
$2K ﹤0.01%
188
809
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65
810
$2K ﹤0.01%
101
+1
811
$2K ﹤0.01%
+300
812
$2K ﹤0.01%
22
813
$2K ﹤0.01%
500
814
$2K ﹤0.01%
400
815
$2K ﹤0.01%
114
+1
816
$2K ﹤0.01%
27
817
$2K ﹤0.01%
+81
818
$2K ﹤0.01%
14
819
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47
+1
820
$1K ﹤0.01%
6
821
$1K ﹤0.01%
26
822
$1K ﹤0.01%
49
823
$1K ﹤0.01%
9
824
$1K ﹤0.01%
11
825
$1K ﹤0.01%
25
31 32
33
34 35