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
$731M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$20.6M
3
+$8.87M
4
ADP icon
Automatic Data Processing
ADP
+$5.67M
5
ABT icon
Abbott
ABT
+$4.83M

Top Sells

1
+$23.1M
2
+$11.7M
3
+$6.22M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$5.36M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.2M

Sector Composition

1 Technology 9.51%
2 Industrials 4.44%
3 Consumer Discretionary 3.78%
4 Healthcare 3.46%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.19%
14,554
+7
77
$1.38M 0.19%
9,525
-324
78
$1.37M 0.19%
26,380
-1,823
79
$1.36M 0.19%
10,626
-604
80
$1.34M 0.18%
8,273
-430
81
$1.31M 0.18%
+5,422
82
$1.29M 0.18%
6,893
-327
83
$1.29M 0.18%
19,360
+300
84
$1.25M 0.17%
+50,440
85
$1.25M 0.17%
4,238
-310
86
$1.24M 0.17%
52,539
+2,332
87
$1.2M 0.16%
12,255
+295
88
$1.18M 0.16%
4,028
-470
89
$1.17M 0.16%
17,396
-1,320
90
$1.17M 0.16%
13,268
-740
91
$1.17M 0.16%
10,482
-687
92
$1.15M 0.16%
+42,584
93
$1.15M 0.16%
12,441
-972
94
$1.15M 0.16%
41,935
-3,677
95
$1.14M 0.16%
+9,625
96
$1.13M 0.15%
18,459
-1,003
97
$1.1M 0.15%
6,994
-310
98
$1.09M 0.15%
36,851
+6,108
99
$1.09M 0.15%
19,287
-780
100
$1.06M 0.15%
14,232
-312
2 3
4
5 6