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
$560M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.33M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$3.64M
5
LMT icon
Lockheed Martin
LMT
+$3.17M

Top Sells

1
+$64.5M
2
+$8.9M
3
+$4.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M

Sector Composition

1 Technology 9.85%
2 Healthcare 4.35%
3 Industrials 3.95%
4 Financials 3.83%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.23%
10,191
+3,867
77
$1.28M 0.23%
16,429
-956
78
$1.27M 0.23%
26,628
+14,020
79
$1.26M 0.23%
64,352
+64,032
80
$1.26M 0.22%
16,915
-1,732
81
$1.24M 0.22%
9,181
+4,416
82
$1.22M 0.22%
5,039
-359
83
$1.21M 0.22%
14,394
-2,014
84
$1.16M 0.21%
10,780
+10,709
85
$1.15M 0.21%
6,061
-693
86
$1.09M 0.2%
9,865
-2,720
87
$1.08M 0.19%
14,221
+350
88
$1.07M 0.19%
4,341
-623
89
$1.06M 0.19%
10,118
-1,229
90
$1.05M 0.19%
14,525
-756
91
$1.05M 0.19%
9,520
-249
92
$1.04M 0.19%
11,172
-1,267
93
$1.02M 0.18%
12,214
94
$971K 0.17%
15,099
+14,770
95
$959K 0.17%
15,418
+15,206
96
$949K 0.17%
+44,176
97
$941K 0.17%
7,905
-1,557
98
$934K 0.17%
18,060
-4,550
99
$912K 0.16%
15,560
-2,000
100
$904K 0.16%
3
-1
2 3
4
5 6