EWM
Executive Wealth Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+0.08%
1 Year Return
+16.52%
3 Year Return
+18.34%
5 Year Return
+74.95%
10 Year Return
–
AUM
$906M
AUM Growth
+$906M
(-0.67%)
Cap. Flow
+$851K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
34.96%
Holding
197
New
6
Increased
102
Reduced
65
Closed
12
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.74M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.84M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$3.76M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
$3.45M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.05M |
Top Sells
Sector Composition
| 1 | Technology | 13.39% |
| 2 | Industrials | 7.3% |
| 3 | Consumer Discretionary | 4.72% |
| 4 | Financials | 4.25% |
| 5 | Communication Services | 3.89% |
