EWM
Executive Wealth Management Portfolio holdings
AUM
$1.28B
This Quarter Return
-8.2%
1 Year Return
+16.52%
3 Year Return
+18.34%
5 Year Return
+74.95%
10 Year Return
–
AUM
$568M
AUM Growth
–
Cap. Flow
+$568M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.15%
Holding
927
New
927
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$135M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$44.5M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$26.6M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$25.2M |
| 5 |
Invesco S&P SmallCap Low Volatility ETF
XSLV
|
$23.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Healthcare | 4.09% |
| 3 | Financials | 2.82% |
| 4 | Consumer Discretionary | 2.78% |
| 5 | Communication Services | 2.66% |
