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
$545M
AUM Growth
-$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$15.2M
3
+$7.49M
4
DOX icon
Amdocs
DOX
+$6.05M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.99M

Top Sells

1
+$66.8M
2
+$45M
3
+$35.2M
4
AAPL icon
Apple
AAPL
+$35.2M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$22.9M

Sector Composition

1 Technology 12.11%
2 Financials 6.36%
3 Communication Services 5.21%
4 Healthcare 3.38%
5 Real Estate 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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