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
$723M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$24.6M
3
+$22.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.14M

Top Sells

1
+$46.7M
2
+$26M
3
+$23.3M
4
CSCO icon
Cisco
CSCO
+$5.64M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.27M

Sector Composition

1 Technology 9.66%
2 Industrials 5.16%
3 Consumer Discretionary 3.76%
4 Communication Services 3.19%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.24%
20,733
-1,163
77
$1.7M 0.24%
13,385
+1,641
78
$1.68M 0.23%
29,806
+11,361
79
$1.66M 0.23%
8,790
+3,104
80
$1.65M 0.23%
9,312
+1,741
81
$1.61M 0.22%
68,385
+10,425
82
$1.44M 0.2%
10,536
+1,431
83
$1.43M 0.2%
13,691
+1,753
84
$1.42M 0.2%
4,315
+614
85
$1.37M 0.19%
+25,000
86
$1.36M 0.19%
+4,225
87
$1.36M 0.19%
14,806
+81
88
$1.33M 0.18%
5,748
+6
89
$1.31M 0.18%
13,346
+1,312
90
$1.21M 0.17%
3,625
-2
91
$985K 0.14%
11,473
+785
92
$923K 0.13%
42,819
+17,295
93
$914K 0.13%
12,440
+20
94
$893K 0.12%
7,115
+126
95
$878K 0.12%
2,475
+356
96
$846K 0.12%
+6,822
97
$835K 0.12%
70,075
98
$785K 0.11%
36,487
+873
99
$745K 0.1%
6,011
+434
100
$725K 0.1%
4,611
-74
2 3
4
5 6