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
$718K
AUM Growth
-$743M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.5K
2
+$5.49K
3
+$5.46K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$5.37K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.59K

Top Sells

1
+$6.31M
2
+$6.25M
3
+$1.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.03M
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$871K

Sector Composition

1 Technology 11.71%
2 Industrials 5.33%
3 Healthcare 4.05%
4 Consumer Staples 3.92%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.4K 5.62%
40,360
-1,029,910
2
$32K 4.46%
31,994
-342,559
3
$29.8K 4.15%
29,810
-783,229
4
$26.3K 3.66%
26,268
-168,038
5
$25.8K 3.59%
25,793
-585,616
6
$23.1K 3.21%
23,072
-173,494
7
$21.8K 3.03%
21,752
-422,543
8
$21.6K 3.02%
21,648
-326,623
9
$20.4K 2.84%
20,372
-101,919
10
$19.5K 2.71%
19,468
-258,711
11
$16.7K 2.33%
16,725
-371,512
12
$15.7K 2.19%
15,713
-189,809
13
$14.4K 2.01%
14,417
-401,483
14
$11K 1.53%
11,016
-106,602
15
$10.3K 1.44%
10,322
-203,826
16
$10.3K 1.43%
10,262
-35,595
17
$9.28K 1.29%
9,276
-181,313
18
$8.51K 1.19%
8,511
-43,853
19
$8.39K 1.17%
8,390
-49,267
20
$8.23K 1.15%
8,231
+4,587
21
$7.98K 1.11%
7,980
-39,566
22
$7.4K 1.03%
7,398
-46,640
23
$7.18K 1%
7,183
-37,066
24
$7.03K 0.98%
7,029
-23,349
25
$6.88K 0.96%
6,876
-6,561
1
2 3 4 5