EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$946K 0.04%
33,078
-3,362
227
$927K 0.04%
12,027
-378
228
$919K 0.04%
18,375
+1,180
229
$916K 0.04%
3,764
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230
$906K 0.04%
17,579
231
$894K 0.04%
9,128
-19
232
$889K 0.04%
5,755
-1,206
233
$883K 0.04%
7,752
+893
234
$883K 0.04%
10,231
+2,392
235
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2,413
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236
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24,184
-2,125
237
$867K 0.04%
9,872
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238
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4,046
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239
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3,339
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240
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241
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242
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243
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244
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245
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1,807
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246
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8,704
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247
$831K 0.04%
11,925
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248
$828K 0.04%
6,696
+1,823
249
$823K 0.04%
30,732
+148
250
$815K 0.04%
8,218
-262
8 9
10
11 12