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
$966M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$6.77M
3
+$6.54M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.35M
5
IAU icon
iShares Gold Trust
IAU
+$5.65M

Top Sells

1
+$13.7M
2
+$10.2M
3
+$6.17M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.09M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$5.57M

Sector Composition

1 Technology 14.02%
2 Industrials 5.7%
3 Consumer Discretionary 4.03%
4 Financials 3.96%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.5M 0.26%
33,037
+143
77
$2.49M 0.26%
11,794
-546
78
$2.49M 0.26%
90,148
-14,669
79
$2.35M 0.24%
21,345
-674
80
$2.32M 0.24%
19,150
+2,351
81
$2.28M 0.24%
43,969
+7,064
82
$2.22M 0.23%
3,947
-140
83
$2.15M 0.22%
86,135
+12,494
84
$2.14M 0.22%
3,960
+182
85
$2.13M 0.22%
46,353
-134,382
86
$2.12M 0.22%
49,948
+17,136
87
$2.08M 0.22%
10,605
+1,603
88
$2.04M 0.21%
18,469
+7,001
89
$2.01M 0.21%
5,298
+1
90
$1.97M 0.2%
15,812
+4,272
91
$1.95M 0.2%
23,039
+7,387
92
$1.9M 0.2%
33,157
+14,422
93
$1.87M 0.19%
7,617
+2,618
94
$1.81M 0.19%
10,829
+2,464
95
$1.79M 0.18%
4,028
+439
96
$1.79M 0.18%
18,025
+5,175
97
$1.76M 0.18%
5,755
-456
98
$1.71M 0.18%
34,014
+38
99
$1.66M 0.17%
80,667
-12,193
100
$1.6M 0.17%
4,853
-247
2 3
4
5 6