EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.75M
3
+$4.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.28M
5
NFLX icon
Netflix
NFLX
+$3.09M

Top Sells

1
+$1.77M
2
+$774K
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$675K
5
HD icon
Home Depot
HD
+$558K

Sector Composition

1 Technology 5.44%
2 Financials 2.22%
3 Consumer Discretionary 2.17%
4 Industrials 1.84%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.03%
+9,658
227
$242K 0.03%
7,875
228
$241K 0.03%
960
+442
229
$238K 0.03%
+5,842
230
$238K 0.03%
2,152
-121
231
$237K 0.03%
1,125
232
$236K 0.03%
4,689
-1,223
233
$236K 0.03%
5,100
234
$235K 0.03%
3,044
-1,346
235
$233K 0.03%
4,582
+102
236
$232K 0.03%
+10,715
237
$228K 0.03%
+1,344
238
$224K 0.03%
+1,932
239
$224K 0.03%
4,380
+240
240
$219K 0.03%
11,636
+546
241
$217K 0.03%
+3,883
242
$215K 0.03%
733
-65
243
$212K 0.03%
+17,993
244
$211K 0.03%
4,019
-2,454
245
$210K 0.03%
+3,194
246
$205K 0.03%
5,070
247
$204K 0.03%
+2,097
248
$204K 0.03%
+200
249
$203K 0.03%
+558
250
$201K 0.03%
+1,157
7 8 9
10
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