EWM
Executive Wealth Management Portfolio holdings
AUM
$1.28B
1-Year Return
16.52%
This Quarter Return
-4.03%
1 Year Return
+16.52%
3 Year Return
+18.34%
5 Year Return
+74.95%
10 Year Return
–
AUM
$966M
AUM Growth
-$425K
(-0.04%)
Cap. Flow
+$43.3M
Cap. Flow
% of AUM
4.48%
Top 10 Holdings %
Top 10 Hldgs %
33.84%
Holding
213
New
14
Increased
102
Reduced
74
Closed
14
Top Buys
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$14M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.37M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
$6.29M |
| 4 |
iShares Gold Trust
IAU
|
$6.27M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.37M |
Sector Composition
| 1 | Technology | 13.78% |
| 2 | Industrials | 5.28% |
| 3 | Financials | 4.69% |
| 4 | Healthcare | 4.17% |
| 5 | Consumer Discretionary | 4.01% |
