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
$560M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.33M
3
+$4.12M
4
EQIX icon
Equinix
EQIX
+$3.64M
5
LMT icon
Lockheed Martin
LMT
+$3.17M

Top Sells

1
+$64.5M
2
+$8.9M
3
+$4.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.63M

Sector Composition

1 Technology 9.85%
2 Healthcare 4.35%
3 Industrials 3.95%
4 Financials 3.83%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$136K 0.02%
1,047
-865
177
$133K 0.02%
3,092
+494
178
$133K 0.02%
877
179
$129K 0.02%
1,594
-227
180
$120K 0.02%
3,095
-585
181
$119K 0.02%
1,006
182
$118K 0.02%
2,956
+451
183
$117K 0.02%
3,133
-734
184
$113K 0.02%
915
185
$113K 0.02%
2,220
-456
186
$112K 0.02%
827
-155
187
$111K 0.02%
654
-305
188
$110K 0.02%
1,387
-455
189
$109K 0.02%
18,031
190
$109K 0.02%
2,670
+970
191
$109K 0.02%
4,243
192
$106K 0.02%
2,220
-1,160
193
$103K 0.02%
740
194
$103K 0.02%
1,554
-146
195
$101K 0.02%
2,023
+367
196
$100K 0.02%
3,848
-113
197
$99K 0.02%
2,669
-563
198
$98K 0.02%
2,802
-1,200
199
$98K 0.02%
284
-1,207
200
$98K 0.02%
924
-71
6 7
8
9 10