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
$966M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$6.77M
3
+$6.54M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.35M
5
IAU icon
iShares Gold Trust
IAU
+$5.65M

Top Sells

1
+$13.7M
2
+$10.2M
3
+$6.17M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.09M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$5.57M

Sector Composition

1 Technology 14.02%
2 Industrials 5.7%
3 Consumer Discretionary 4.03%
4 Financials 3.96%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$350K 0.04%
3,585
+21
152
$345K 0.04%
3,168
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153
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16,326
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154
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156
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5,243
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$298K 0.03%
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160
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161
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162
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163
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165
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170
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174
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175
$243K 0.03%
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