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
$814M
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$36.8M
3
+$31.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$28.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$24.3M

Top Sells

1
+$248K
2
+$5.5K
3
+$5.37K
4
SH icon
ProShares Short S&P500
SH
+$2.45K
5
ALGN icon
Align Technology
ALGN
+$300

Sector Composition

1 Technology 11.01%
2 Industrials 5.53%
3 Healthcare 4.39%
4 Consumer Staples 4.02%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.49M 0.31%
101,220
+99,070
77
$2.43M 0.3%
31,740
+29,328
78
$2.28M 0.28%
8,574
+6,320
79
$2.24M 0.27%
98,980
+96,792
80
$2.22M 0.27%
15,387
+13,462
81
$2.13M 0.26%
18,109
+16,126
82
$2.05M 0.25%
37,646
+35,650
83
$1.85M 0.23%
4,815
+2,720
84
$1.79M 0.22%
34,821
+33,577
85
$1.71M 0.21%
9,689
+7,812
86
$1.69M 0.21%
68,992
+65,654
87
$1.68M 0.21%
12,666
+11,101
88
$1.65M 0.2%
4,665
+2,894
89
$1.64M 0.2%
5,318
+3,938
90
$1.58M 0.19%
32,364
+30,721
91
$1.54M 0.19%
6,291
+5,003
92
$1.53M 0.19%
30,080
+27,436
93
$1.51M 0.19%
4,714
+3,472
94
$1.51M 0.19%
5,696
+4,144
95
$1.49M 0.18%
6,164
+4,743
96
$1.48M 0.18%
18,584
+17,440
97
$1.45M 0.18%
3,727
+2,322
98
$1.44M 0.18%
16,275
+14,782
99
$1.37M 0.17%
3,588
+2,602
100
$1.35M 0.17%
10,074
+9,198
2 3
4
5 6