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
201
$97K 0.02%
3,342
-75
202
$97K 0.02%
2,074
-369
203
$96K 0.02%
1,276
204
$95K 0.02%
994
-7
205
$91K 0.02%
1,070
206
$89K 0.02%
1,255
207
$88K 0.02%
+2,044
208
$86K 0.02%
1,285
-94
209
$86K 0.02%
1,247
-12
210
$85K 0.02%
3,390
+437
211
$82K 0.01%
2,140
212
$81K 0.01%
2,268
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213
$81K 0.01%
2,065
214
$81K 0.01%
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215
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1,600
216
$79K 0.01%
+1,500
217
$79K 0.01%
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218
$77K 0.01%
315
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219
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178
220
$76K 0.01%
384
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221
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278
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222
$76K 0.01%
+2,073
223
$75K 0.01%
697
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224
$74K 0.01%
389
-8
225
$73K 0.01%
3,061
7 8
9
10 11