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
826
$1K ﹤0.01%
+24
827
$1K ﹤0.01%
+3
828
$1K ﹤0.01%
+43
829
$1K ﹤0.01%
+9
830
$1K ﹤0.01%
+12
831
$1K ﹤0.01%
+29
832
$1K ﹤0.01%
+18
833
$1K ﹤0.01%
+9
834
$1K ﹤0.01%
+12
835
$1K ﹤0.01%
+12
836
$1K ﹤0.01%
+44
837
$1K ﹤0.01%
+4
838
$1K ﹤0.01%
+11
839
$1K ﹤0.01%
+32
840
$1K ﹤0.01%
+20
841
$1K ﹤0.01%
+200
842
$1K ﹤0.01%
+225
843
$1K ﹤0.01%
+16
844
$1K ﹤0.01%
+30
845
$1K ﹤0.01%
+36
846
$1K ﹤0.01%
+36
847
$1K ﹤0.01%
+23
848
$1K ﹤0.01%
+24
849
$1K ﹤0.01%
+23
850
$1K ﹤0.01%
+40
32 33
34
35 36