EWM

Executive Wealth Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6M
3
+$5.75M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$5.06M
5
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$4.29M

Top Sells

1
+$22.8M
2
+$7.65M
3
+$5.97M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$4.4M
5
AAPL icon
Apple
AAPL
+$4.12M

Sector Composition

1 Technology 11.49%
2 Industrials 5.24%
3 Healthcare 4.35%
4 Consumer Staples 3.79%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$200K 0.03%
+2,205
177
$16K ﹤0.01%
558
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182
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185
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187
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189
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190
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191
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192
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