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
$723M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$24.6M
3
+$22.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.14M

Top Sells

1
+$46.7M
2
+$26M
3
+$23.3M
4
CSCO icon
Cisco
CSCO
+$5.64M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.27M

Sector Composition

1 Technology 9.66%
2 Industrials 5.16%
3 Consumer Discretionary 3.76%
4 Communication Services 3.19%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.04%
9,788
-3,602
127
$296K 0.04%
4,970
+916
128
$295K 0.04%
+11,355
129
$281K 0.04%
1,701
-231
130
$279K 0.04%
1,641
+60
131
$277K 0.04%
5,033
+809
132
$273K 0.04%
5,216
+28
133
$258K 0.04%
1,932
+20
134
$255K 0.04%
3,174
135
$251K 0.03%
+1,761
136
$248K 0.03%
+1,664
137
$238K 0.03%
2,610
-200
138
$236K 0.03%
25,793
-2,666
139
$235K 0.03%
3,388
+4
140
$223K 0.03%
1,050
141
$222K 0.03%
+5,561
142
$220K 0.03%
+1,088
143
$213K 0.03%
5,844
+59
144
$211K 0.03%
+4,070
145
$211K 0.03%
+4,746
146
$210K 0.03%
4,070
+125
147
$208K 0.03%
+4,511
148
$205K 0.03%
+5,337
149
$204K 0.03%
+1,958
150
$201K 0.03%
+832
3 4 5
6
7