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
$814M
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$36.8M
3
+$31.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$28.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$24.3M

Top Sells

1
+$248K
2
+$5.5K
3
+$5.37K
4
SH icon
ProShares Short S&P500
SH
+$2.45K
5
ALGN icon
Align Technology
ALGN
+$300

Sector Composition

1 Technology 11.01%
2 Industrials 5.53%
3 Healthcare 4.39%
4 Consumer Staples 4.02%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.32M 0.16%
4,022
+2,604
102
$1.31M 0.16%
8,542
+6,823
103
$1.3M 0.16%
6,248
+5,197
104
$1.26M 0.16%
10,786
+9,944
105
$1.25M 0.15%
11,064
+6,848
106
$1.19M 0.15%
16,010
+15,628
107
$1.19M 0.15%
31,338
+29,232
108
$1.18M 0.14%
13,452
+12,454
109
$1.16M 0.14%
11,680
+10,738
110
$1.15M 0.14%
10,395
+9,514
111
$1.14M 0.14%
+6,330
112
$1.12M 0.14%
4,823
+3,728
113
$1.11M 0.14%
7,940
+7,035
114
$1.04M 0.13%
6,993
+5,968
115
$989K 0.12%
9,642
+8,765
116
$984K 0.12%
6,752
+5,824
117
$918K 0.11%
3,866
+2,936
118
$857K 0.11%
70,075
+69,229
119
$850K 0.1%
+6,254
120
$834K 0.1%
20,932
+20,219
121
$812K 0.1%
+7,262
122
$789K 0.1%
+7,475
123
$771K 0.09%
8,878
+7,989
124
$680K 0.08%
62,488
+61,375
125
$645K 0.08%
3,100
+2,441
3 4
5
6 7