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
$1.06B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.22M
3
+$5.69M
4
IAU icon
iShares Gold Trust
IAU
+$5.54M
5
MRK icon
Merck
MRK
+$4.38M

Top Sells

1
+$14.1M
2
+$6.14M
3
+$6.09M
4
PFE icon
Pfizer
PFE
+$4.04M
5
CCI icon
Crown Castle
CCI
+$3.9M

Sector Composition

1 Technology 14.73%
2 Industrials 5.42%
3 Financials 5.33%
4 Healthcare 4.31%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$427K 0.04%
19,489
-1,938
152
$424K 0.04%
1,123
-37
153
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154
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155
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156
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157
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159
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165
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171
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173
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174
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3,062
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175
$294K 0.03%
11,598
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5 6
7
8 9