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
176
$294K 0.03%
2,786
+221
177
$289K 0.03%
1,616
-231
178
$285K 0.03%
3,454
+58
179
$284K 0.03%
+11,331
180
$280K 0.03%
+20,000
181
$271K 0.03%
4,663
+24
182
$265K 0.03%
+1,329
183
$261K 0.02%
7,570
+850
184
$256K 0.02%
8,890
-140,302
185
$255K 0.02%
1,545
+7
186
$255K 0.02%
+10,658
187
$252K 0.02%
2,756
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188
$249K 0.02%
6,000
189
$247K 0.02%
+4,009
190
$244K 0.02%
+6,464
191
$243K 0.02%
+608
192
$243K 0.02%
750
193
$240K 0.02%
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194
$239K 0.02%
6,646
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195
$236K 0.02%
9,303
196
$236K 0.02%
931
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197
$233K 0.02%
+1,369
198
$233K 0.02%
1,568
+1
199
$227K 0.02%
1,020
-12
200
$225K 0.02%
1,889
-16
5 6 7
8
9