EWM
Executive Wealth Management Portfolio holdings
AUM
$1.28B
1-Year Return
16.52%
This Quarter Return
+9.8%
1 Year Return
+16.52%
3 Year Return
+18.34%
5 Year Return
+74.95%
10 Year Return
–
AUM
$1.06B
AUM Growth
+$96.8M
(+10%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
33.74%
Holding
225
New
26
Increased
110
Reduced
71
Closed
10
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$15.2M |
| 2 |
iShares Core MSCI Europe ETF
IEUR
|
$6.22M |
| 3 |
Southern Company
SO
|
$5.69M |
| 4 |
iShares Gold Trust
IAU
|
$5.54M |
| 5 |
Merck
MRK
|
$4.38M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$14.1M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$6.14M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$6.09M |
| 4 |
Pfizer
PFE
|
$4.04M |
| 5 |
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% |
