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
$731M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$20.6M
3
+$8.87M
4
ADP icon
Automatic Data Processing
ADP
+$5.67M
5
ABT icon
Abbott
ABT
+$4.83M

Top Sells

1
+$23.1M
2
+$11.7M
3
+$6.22M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$5.36M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.2M

Sector Composition

1 Technology 9.51%
2 Industrials 4.44%
3 Consumer Discretionary 3.78%
4 Healthcare 3.46%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.04%
885
-121
127
$276K 0.04%
1,691
-1
128
$272K 0.04%
1,847
+3
129
$265K 0.04%
+3,174
130
$262K 0.04%
+1,050
131
$261K 0.04%
+5,824
132
$244K 0.03%
3,421
-184
133
$241K 0.03%
+1,066
134
$238K 0.03%
4,100
135
$237K 0.03%
3,973
-1,040
136
$229K 0.03%
401
137
$225K 0.03%
+2,313
138
$223K 0.03%
4,212
-199
139
$220K 0.03%
+1,072
140
$219K 0.03%
+3,486
141
$217K 0.03%
+4,360
142
$213K 0.03%
+2,416
143
$212K 0.03%
+2,726
144
$209K 0.03%
6,825
-6,810
145
$201K 0.03%
+4,198
146
$56K 0.01%
17,273
-750
147
$14K ﹤0.01%
1,000
+500
148
$11K ﹤0.01%
69
-3
149
– –
-2,200
150
– –
-4,240
3 4 5
6
7