EWM

Executive Wealth Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$18.1M
3
+$8.57M
4
ADP icon
Automatic Data Processing
ADP
+$5.51M
5
PEP icon
PepsiCo
PEP
+$4.78M

Top Sells

1
+$23.1M
2
+$11.2M
3
+$5.95M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$5.27M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.07M

Sector Composition

1 Technology 9.51%
2 Industrials 4.44%
3 Consumer Discretionary 3.78%
4 Healthcare 3.46%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
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