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
$1.06B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.22M
3
+$5.69M
4
IAU icon
iShares Gold Trust
IAU
+$5.54M
5
MRK icon
Merck
MRK
+$4.38M

Top Sells

1
+$14.1M
2
+$6.14M
3
+$6.09M
4
PFE icon
Pfizer
PFE
+$4.04M
5
CCI icon
Crown Castle
CCI
+$3.9M

Sector Composition

1 Technology 14.73%
2 Industrials 5.42%
3 Financials 5.33%
4 Healthcare 4.31%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.14M 0.3%
20,856
+1,780
77
$3.11M 0.29%
233,634
-29,043
78
$2.96M 0.28%
59,734
+5,024
79
$2.91M 0.27%
29,472
-5,798
80
$2.9M 0.27%
20,608
+1,530
81
$2.78M 0.26%
25,603
+1,967
82
$2.7M 0.25%
106,711
+12,776
83
$2.67M 0.25%
44,977
+21,168
84
$2.61M 0.25%
4,131
+80
85
$2.59M 0.24%
5,063
-215
86
$2.56M 0.24%
5,395
+1,048
87
$2.45M 0.23%
26,158
-2,135
88
$2.42M 0.23%
10,028
+860
89
$2.39M 0.23%
+4,102
90
$2.39M 0.22%
21,652
+128
91
$2.37M 0.22%
48,721
92
$2.26M 0.21%
39,221
+5,107
93
$2.22M 0.21%
15,086
+2,398
94
$2.22M 0.21%
28,141
+6,928
95
$2.22M 0.21%
23,088
+1,817
96
$2.2M 0.21%
3,116
-828
97
$2.19M 0.21%
10,271
-214
98
$2.1M 0.2%
5,792
+907
99
$2.05M 0.19%
12,079
+892
100
$2.05M 0.19%
9,326
+808
2 3
4
5 6