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
$718K
AUM Growth
-$743M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.5K
2
+$5.49K
3
+$5.46K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$5.37K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.59K

Top Sells

1
+$6.31M
2
+$6.25M
3
+$1.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.03M
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$871K

Sector Composition

1 Technology 11.71%
2 Industrials 5.33%
3 Healthcare 4.05%
4 Consumer Staples 3.92%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$279 0.04%
279
-1,394
152
$274 0.04%
274
-776
153
$264 0.04%
264
-9,147
154
$248 0.03%
248
-7,689
155
$244 0.03%
244
-2,004
156
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244
-1,582
157
$241 0.03%
241
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158
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241
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159
$240 0.03%
240
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160
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237
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161
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236
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162
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236
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163
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234
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164
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165
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228
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166
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223
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167
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169
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170
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219
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171
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172
$216 0.03%
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173
$12 ﹤0.01%
1
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174
– –
-464
175
– –
-75,081
4 5 6
7
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