EWM

Executive Wealth Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.54%
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
+$133M
2
+$48M
3
+$27.9M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$27.2M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$25.7M

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
851
$1K ﹤0.01%
+18
852
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+18
853
$1K ﹤0.01%
+188
854
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+23
855
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+8
856
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+49
857
$1K ﹤0.01%
+52
858
$1K ﹤0.01%
+17
859
$1K ﹤0.01%
+54
860
$1K ﹤0.01%
+200
861
$1K ﹤0.01%
+14
862
$1K ﹤0.01%
+2
863
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+6
864
$1K ﹤0.01%
+30
865
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+22
866
$1K ﹤0.01%
+5
867
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+366
868
$1K ﹤0.01%
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869
$1K ﹤0.01%
+4
870
$1K ﹤0.01%
+17
871
$1K ﹤0.01%
+1
872
$1K ﹤0.01%
+17
873
$1K ﹤0.01%
+300
874
$1K ﹤0.01%
+5
875
$1K ﹤0.01%
+50
33 34
35
36 37