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
$718K
AUM Growth
-$743M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.5K
2
+$5.49K
3
+$5.46K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$5.37K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.59K

Top Sells

1
+$6.31M
2
+$6.25M
3
+$1.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.03M
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$871K

Sector Composition

1 Technology 11.71%
2 Industrials 5.33%
3 Healthcare 4.05%
4 Consumer Staples 3.92%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05K 0.15%
2,106
-30,236
102
$1.05K 0.15%
1,051
-4,966
103
$1.02K 0.14%
1,025
-5,819
104
$998 0.14%
998
-13,282
105
$986 0.14%
986
-1,525
106
$974 0.14%
+1,113
107
$942 0.13%
942
-10,161
108
$930 0.13%
930
-4,304
109
$928 0.13%
928
-3,783
110
$905 0.13%
905
-6,182
111
$889 0.12%
889
-7,444
112
$881 0.12%
881
-9,316
113
$877 0.12%
877
-8,649
114
$876 0.12%
876
-8,907
115
$846 0.12%
846
-69,229
116
$842 0.12%
842
-8,935
117
$713 0.1%
713
-19,232
118
$659 0.09%
659
-2,307
119
$656 0.09%
656
-12,595
120
$634 0.09%
634
-2,613
121
$631 0.09%
631
-7,069
122
$546 0.08%
546
-47,923
123
$543 0.08%
543
-2,608
124
$488 0.07%
488
-162,587
125
$485 0.07%
485
-9,684
3 4
5
6 7