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
126
$714K 0.07%
6,123
-719
127
$699K 0.07%
46,203
-862
128
$675K 0.07%
5,120
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129
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130
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131
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132
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133
$482K 0.05%
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134
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135
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136
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29,510
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137
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1,130
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138
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139
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8,320
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140
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141
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144
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145
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146
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147
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1,675
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148
$366K 0.04%
1,379
-2,498
149
$355K 0.04%
+2,565
150
$354K 0.04%
17,410
+57
4 5
6
7 8