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
$568M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$44.5M
3
+$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$25.2M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$23.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.95%
2 Healthcare 4.09%
3 Financials 2.82%
4 Consumer Discretionary 2.78%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$126K 0.02%
+3,867
177
$125K 0.02%
+982
178
$124K 0.02%
+2,100
179
$123K 0.02%
+762
180
$122K 0.02%
+4,160
181
$122K 0.02%
+1,821
182
$121K 0.02%
+2,676
183
$119K 0.02%
+4,002
184
$118K 0.02%
+2,366
185
$117K 0.02%
+4,247
186
$116K 0.02%
+8,785
187
$116K 0.02%
+2,443
188
$115K 0.02%
+877
189
$112K 0.02%
+381
190
$110K 0.02%
+1,447
191
$108K 0.02%
+3,232
192
$108K 0.02%
+1,692
193
$107K 0.02%
+408
194
$103K 0.02%
+4,620
195
$102K 0.02%
+770
196
$102K 0.02%
+915
197
$102K 0.02%
+1,006
198
$101K 0.02%
+2,598
199
$101K 0.02%
+3,961
200
$101K 0.02%
+4,243
6 7
8
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