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
$1B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.44M
3
+$5.62M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.64M
5
EVR icon
Evercore
EVR
+$4.21M

Top Sells

1
+$9.17M
2
+$7.86M
3
+$5.35M
4
FI icon
Fiserv
FI
+$5.14M
5
LMT icon
Lockheed Martin
LMT
+$4.93M

Sector Composition

1 Technology 15.02%
2 Industrials 6.66%
3 Consumer Discretionary 5.1%
4 Financials 4.74%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.17%
65,423
+13,987
102
$1.74M 0.17%
39,838
+1,716
103
$1.66M 0.16%
14,960
+652
104
$1.55M 0.15%
8,817
+421
105
$1.55M 0.15%
6,690
+70
106
$1.54M 0.15%
5,155
+3,269
107
$1.54M 0.15%
9,930
+505
108
$1.5M 0.15%
19,827
+1,320
109
$1.47M 0.15%
10,765
+532
110
$1.47M 0.15%
5,847
+272
111
$1.45M 0.14%
6,708
+310
112
$1.27M 0.13%
8,001
-329
113
$1.23M 0.12%
2,594
-220
114
$1.21M 0.12%
4,420
+163
115
$1.2M 0.12%
70,075
116
$1.14M 0.11%
3,673
+186
117
$1.13M 0.11%
16,883
-1,268
118
$1.03M 0.1%
49,582
+4,017
119
$982K 0.1%
2,060
+48
120
$897K 0.09%
+17,451
121
$809K 0.08%
5,503
-173
122
$791K 0.08%
8,532
-1,958
123
$753K 0.08%
13,559
-165,132
124
$749K 0.07%
8,341
-1,943
125
$650K 0.06%
24,252
+63
3 4
5
6 7