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
126
$632K 0.08%
12,552
+11,896
127
$600K 0.07%
3,248
+2,705
128
$592K 0.07%
27,902
+27,668
129
$563K 0.07%
3,880
+3,478
130
$550K 0.07%
5,672
-2,559
131
$547K 0.07%
46,998
+46,452
132
$526K 0.06%
5,336
+4,705
133
$524K 0.06%
9,480
+8,995
134
$509K 0.06%
2,388
+1,961
135
$474K 0.06%
2,441
+2,005
136
$463K 0.06%
4,176
+3,837
137
$451K 0.06%
8,989
+8,511
138
$429K 0.05%
23,292
+22,937
139
$423K 0.05%
8,735
+6,900
140
$409K 0.05%
10,184
+9,948
141
$392K 0.05%
6,197
+5,836
142
$391K 0.05%
+15,537
143
$385K 0.05%
1,163
+829
144
$376K 0.05%
4,338
+3,670
145
$371K 0.05%
3,689
+3,055
146
$371K 0.05%
2,293
+1,993
147
$370K 0.05%
3,002
+1,771
148
$359K 0.04%
1,886
+1,658
149
$352K 0.04%
14,575
+14,234
150
$345K 0.04%
1,078
+728
4 5
6
7 8