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Home > Institutional Investor > Executive Wealth Management, Llc > Profile

Instuitional Investor - Executive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Executive Wealth Management, Llc
Portfolio Value $1,062,658,135
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 531,017 $55,878,934 5.25%
2.
Vanguard Scottsdale Funds
 919,044 $42,606,882 4%
3.
Goldman Sachs Etf Tr
 911,339 $42,204,307 3.97%
4.
Apple Inc.
 AAPL 214,619 $41,320,779 3.88%
5.
Goldman Sachs Etf Tr
 1,127,867 $36,836,166 3.46%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)