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
$718K
AUM Growth
-$743M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.5K
2
+$5.49K
3
+$5.46K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$5.37K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.59K

Top Sells

1
+$6.31M
2
+$6.25M
3
+$1.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.03M
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$871K

Sector Composition

1 Technology 11.71%
2 Industrials 5.33%
3 Healthcare 4.05%
4 Consumer Staples 3.92%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15K 0.3%
2,150
-87,364
77
$2.1K 0.29%
2,095
-1,885
78
$2K 0.28%
1,996
-35,396
79
$1.98K 0.28%
1,983
-17,167
80
$1.93K 0.27%
1,925
-13,323
81
$1.88K 0.26%
1,877
-11,258
82
$1.77K 0.25%
1,771
-3,202
83
$1.72K 0.24%
1,719
-10,560
84
$1.67K 0.23%
3,338
-65,166
85
$1.64K 0.23%
1,643
-33,906
86
$1.56K 0.22%
1,565
-9,563
87
$1.55K 0.22%
1,552
-10,729
88
$1.49K 0.21%
1,493
-13,067
89
$1.42K 0.2%
1,421
-3,689
90
$1.42K 0.2%
1,418
-2,000
91
$1.41K 0.2%
1,405
-852
92
$1.38K 0.19%
1,380
-4,180
93
$1.32K 0.18%
2,644
-23,576
94
$1.29K 0.18%
1,288
-5,160
95
$1.24K 0.17%
1,244
-23,243
96
$1.24K 0.17%
1,242
-2,874
97
$1.23K 0.17%
1,231
-3,935
98
$1.14K 0.16%
1,144
-16,145
99
$1.09K 0.15%
1,095
-3,759
100
$1.05K 0.15%
4,216
-7,720
2 3
4
5 6