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
$820M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$5.82M
3
+$5.56M
4
INTC icon
Intel
INTC
+$2.93M
5
V icon
Visa
V
+$2.69M

Top Sells

1
+$5.1M
2
+$2.33M
3
+$1.03M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$895K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$892K

Sector Composition

1 Technology 6.15%
2 Financials 2.52%
3 Consumer Discretionary 2.41%
4 Healthcare 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.04%
1,907
+480
227
$307K 0.04%
2,211
+756
228
$305K 0.04%
6,842
+228
229
$301K 0.04%
23,058
-2,985
230
$298K 0.04%
2,623
+471
231
$296K 0.04%
+5,558
232
$295K 0.04%
+536
233
$293K 0.04%
2,857
-1,332
234
$289K 0.04%
1,500
235
$288K 0.03%
3,581
-1,565
236
$286K 0.03%
5,118
+112
237
$278K 0.03%
7,195
+300
238
$276K 0.03%
1,333
-42
239
$262K 0.03%
1,204
-86
240
$261K 0.03%
+4,260
241
$259K 0.03%
17,500
242
$258K 0.03%
960
243
$257K 0.03%
+1,531
244
$256K 0.03%
+9,218
245
$255K 0.03%
4,380
246
$254K 0.03%
1,982
247
$254K 0.03%
4,700
+118
248
$252K 0.03%
+1,652
249
$251K 0.03%
+5,324
250
$250K 0.03%
1,981
-36
8 9
10
11 12