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
826
$1K ﹤0.01%
33
827
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12
828
$1K ﹤0.01%
300
829
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7
-12
830
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890
831
$1K ﹤0.01%
+30
832
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17
+5
833
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50
834
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47
835
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47
836
$1K ﹤0.01%
13
837
$1K ﹤0.01%
+101
838
$1K ﹤0.01%
20
839
$1K ﹤0.01%
2
840
$1K ﹤0.01%
50
841
$1K ﹤0.01%
4
842
$1K ﹤0.01%
2
843
$1K ﹤0.01%
20
844
$1K ﹤0.01%
25
845
$1K ﹤0.01%
79
846
$1K ﹤0.01%
514
847
$1K ﹤0.01%
+40
848
$1K ﹤0.01%
200
849
$1K ﹤0.01%
230
+3
850
$1K ﹤0.01%
24
32 33
34
35 36