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
$814M
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$36.8M
3
+$31.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$28.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$24.3M

Top Sells

1
+$248K
2
+$5.5K
3
+$5.37K
4
SH icon
ProShares Short S&P500
SH
+$2.45K
5
ALGN icon
Align Technology
ALGN
+$300

Sector Composition

1 Technology 11.01%
2 Industrials 5.53%
3 Healthcare 4.39%
4 Consumer Staples 4.02%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$339K 0.04%
17,298
+16,967
152
$338K 0.04%
23,977
+23,662
153
$337K 0.04%
+15,316
154
$335K 0.04%
1,753
+1,474
155
$323K 0.04%
920
+617
156
$316K 0.04%
1,050
+776
157
$308K 0.04%
9,002
+8,719
158
$298K 0.04%
2,943
+2,703
159
$290K 0.04%
1,354
+1,070
160
$280K 0.03%
8,449
+8,201
161
$276K 0.03%
+1,153
162
$273K 0.03%
24,410
+24,081
163
$271K 0.03%
4,881
+4,658
164
$263K 0.03%
15,227
+14,963
165
$261K 0.03%
6,667
+6,426
166
$246K 0.03%
1,622
+1,402
167
$244K 0.03%
+3,389
168
$242K 0.03%
5,195
+4,954
169
$240K 0.03%
9,313
+9,077
170
$240K 0.03%
+2,793
171
$239K 0.03%
+437
172
$239K 0.03%
2,067
+1,823
173
$236K 0.03%
1,086
+767
174
$232K 0.03%
2,001
+1,308
175
$231K 0.03%
2,460
+2,241
4 5 6
7
8