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
$1B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.44M
3
+$5.62M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.64M
5
EVR icon
Evercore
EVR
+$4.21M

Top Sells

1
+$9.17M
2
+$7.86M
3
+$5.35M
4
FI icon
Fiserv
FI
+$5.14M
5
LMT icon
Lockheed Martin
LMT
+$4.93M

Sector Composition

1 Technology 15.02%
2 Industrials 6.66%
3 Consumer Discretionary 5.1%
4 Financials 4.74%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.76M 0.37%
+125,224
77
$3.72M 0.37%
21,530
+1,347
78
$3.61M 0.36%
25,097
-1,065
79
$3.42M 0.34%
8,752
+490
80
$3.28M 0.33%
24,956
-12,919
81
$3.22M 0.32%
39,538
-623
82
$3M 0.3%
11,229
+130
83
$2.54M 0.25%
9,672
+504
84
$2.52M 0.25%
4,434
+118
85
$2.39M 0.24%
9,455
+8,458
86
$2.38M 0.24%
72,881
-1,710
87
$2.38M 0.24%
19,906
+9,973
88
$2.31M 0.23%
+12,616
89
$2.22M 0.22%
15,360
+240
90
$2.15M 0.21%
36,382
+2,087
91
$2.14M 0.21%
+33,738
92
$2.11M 0.21%
15,121
+56
93
$2.06M 0.21%
9,050
+426
94
$2.03M 0.2%
5,775
+435
95
$2.02M 0.2%
+5,302
96
$2.02M 0.2%
35,903
+1,131
97
$1.91M 0.19%
11,461
+259
98
$1.91M 0.19%
16,296
-852
99
$1.86M 0.19%
+38,198
100
$1.83M 0.18%
5,207
+14
2 3
4
5 6