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
$1B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.44M
3
+$5.62M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.64M
5
EVR icon
Evercore
EVR
+$4.21M

Top Sells

1
+$9.17M
2
+$7.86M
3
+$5.35M
4
FI icon
Fiserv
FI
+$5.14M
5
LMT icon
Lockheed Martin
LMT
+$4.93M

Sector Composition

1 Technology 15.02%
2 Industrials 6.66%
3 Consumer Discretionary 5.1%
4 Financials 4.74%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$395K 0.04%
905
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152
$376K 0.04%
24,422
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174
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175
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