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
$707M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$35.9M
3
+$35.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$13M
5
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$12.3M

Top Sells

1
+$50.4M
2
+$14.2M
3
+$10.9M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.91M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.35M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 3.97%
3 Healthcare 3.75%
4 Industrials 3.64%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$156K 0.02%
1,791
+15
177
$154K 0.02%
7,807
-56
178
$151K 0.02%
3,577
+621
179
$151K 0.02%
2,605
+15
180
$151K 0.02%
568
-166
181
$150K 0.02%
1,286
+7
182
$148K 0.02%
3,156
+38
183
$147K 0.02%
1,610
+5
184
$146K 0.02%
2,371
-568
185
$146K 0.02%
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+3
186
$145K 0.02%
3,479
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187
$143K 0.02%
4,172
-41
188
$141K 0.02%
524
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189
$140K 0.02%
3,411
-356
190
$138K 0.02%
878
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$138K 0.02%
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193
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194
$133K 0.02%
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195
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196
$129K 0.02%
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197
$128K 0.02%
3,285
+190
198
$124K 0.02%
1,521
-14,908
199
$121K 0.02%
8,575
-2,434
200
$120K 0.02%
658
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