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
$966M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$6.77M
3
+$6.54M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.35M
5
IAU icon
iShares Gold Trust
IAU
+$5.65M

Top Sells

1
+$13.7M
2
+$10.2M
3
+$6.17M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.09M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$5.57M

Sector Composition

1 Technology 14.02%
2 Industrials 5.7%
3 Consumer Discretionary 4.03%
4 Financials 3.96%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.16%
7,027
+2,551
102
$1.57M 0.16%
13,840
+3,970
103
$1.56M 0.16%
27,028
-21,209
104
$1.52M 0.16%
+34,940
105
$1.5M 0.16%
8,973
-7,646
106
$1.5M 0.16%
10,322
+406
107
$1.48M 0.15%
16,614
+6,730
108
$1.48M 0.15%
10,383
+2,625
109
$1.42M 0.15%
6,307
+1,110
110
$1.41M 0.15%
3,167
+34
111
$1.4M 0.14%
6,402
+2,625
112
$1.39M 0.14%
+21,323
113
$1.3M 0.13%
42,272
+21,682
114
$1.26M 0.13%
4,820
+604
115
$1.22M 0.13%
11,390
-180
116
$1.22M 0.13%
+14,522
117
$1.22M 0.13%
29,707
+7,222
118
$1.13M 0.12%
+9,242
119
$1.08M 0.11%
7,616
-618
120
$1.07M 0.11%
14,375
-726
121
$1.04M 0.11%
23,588
+4,251
122
$1.01M 0.1%
12,449
-750
123
$815K 0.08%
7,635
+128
124
$799K 0.08%
19,482
+706
125
$716K 0.07%
5,394
-1,225
3 4
5
6 7