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
$2.48B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.66M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.62M
5
MSFT icon
Microsoft
MSFT
+$7.07M

Top Sells

1
+$16.1M
2
+$6.75M
3
+$5.65M
4
CVS icon
CVS Health
CVS
+$5.19M
5
AFG icon
American Financial Group
AFG
+$4.47M

Sector Composition

1 Technology 10.84%
2 Consumer Discretionary 2.86%
3 Healthcare 2.48%
4 Financials 2.33%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$981K 0.04%
9,471
+1,253
227
$977K 0.04%
15,271
+428
228
$972K 0.04%
4,751
+2,796
229
$971K 0.04%
+1,352
230
$936K 0.04%
5,705
-50
231
$933K 0.04%
2,269
+148
232
$929K 0.04%
42,193
+2,793
233
$914K 0.04%
31,102
+370
234
$911K 0.04%
12,565
-1,078
235
$909K 0.04%
12,250
+223
236
$905K 0.04%
13,561
+825
237
$904K 0.04%
11,732
+8,154
238
$900K 0.04%
7,898
+2,640
239
$891K 0.04%
3,563
-201
240
$879K 0.04%
10,153
-78
241
$876K 0.04%
16,745
-1,630
242
$857K 0.03%
9,086
+382
243
$855K 0.03%
8,724
-404
244
$854K 0.03%
1,854
-6,418
245
$852K 0.03%
2,585
+168
246
$848K 0.03%
18,411
-5,955
247
$811K 0.03%
24,790
-175
248
$810K 0.03%
35,624
+232
249
$809K 0.03%
5,126
+803
250
$792K 0.03%
7,591
+1,072
8 9
10
11 12