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
$560M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.33M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$3.64M
5
LMT icon
Lockheed Martin
LMT
+$3.17M

Top Sells

1
+$64.5M
2
+$8.9M
3
+$4.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M

Sector Composition

1 Technology 9.85%
2 Healthcare 4.35%
3 Industrials 3.95%
4 Financials 3.83%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$181K 0.03%
4,947
+3,919
152
$181K 0.03%
1,057
+30
153
$179K 0.03%
430
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154
$179K 0.03%
2,939
-8,936
155
$178K 0.03%
2,477
156
$172K 0.03%
1,600
-1,930
157
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1,119
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158
$170K 0.03%
4,596
159
$169K 0.03%
11,009
+2,224
160
$164K 0.03%
4,160
161
$163K 0.03%
1,605
-1,026
162
$162K 0.03%
3,767
+2,059
163
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164
$160K 0.03%
4,878
-145
165
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166
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168
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169
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170
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2,590
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171
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1,279
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172
$142K 0.03%
6,300
173
$141K 0.03%
4,213
-34
174
$138K 0.02%
1,746
+329
175
$137K 0.02%
2,404
-4,007
5 6
7
8 9