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
$966M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$6.77M
3
+$6.54M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.35M
5
IAU icon
iShares Gold Trust
IAU
+$5.65M

Top Sells

1
+$13.7M
2
+$10.2M
3
+$6.17M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.09M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$5.57M

Sector Composition

1 Technology 14.02%
2 Industrials 5.7%
3 Consumer Discretionary 4.03%
4 Financials 3.96%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-6,033
202
– –
-3,842
203
– –
-3,847
204
– –
-42,451
205
– –
-4,603
206
– –
-32,180
5 6 7 8
9