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
126
$478 0.07%
478
-9,369
127
$464 0.06%
464
-11,575
128
$436 0.06%
436
-3,012
129
$427 0.06%
427
-1,354
130
$402 0.06%
402
-2,783
131
$382 0.05%
382
-5,342
132
$372 0.05%
372
-4,012
133
$367 0.05%
1,835
-6,430
134
$361 0.05%
361
-3,997
135
$355 0.05%
355
-23,418
136
$350 0.05%
350
-791
137
$341 0.05%
341
-13,822
138
$339 0.05%
339
-3,503
139
$334 0.05%
334
-831
140
$334 0.05%
668
-3,368
141
$331 0.05%
331
-16,858
142
$329 0.05%
329
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143
$319 0.04%
319
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144
$315 0.04%
315
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145
$308 0.04%
308
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146
$303 0.04%
303
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147
$300 0.04%
300
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148
$300 0.04%
300
-3,986
149
$284 0.04%
+284
150
$283 0.04%
283
-8,979
4 5
6
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