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
251
$244K 0.03%
2,244
+147
252
$243K 0.03%
+2,848
253
$241K 0.03%
+8,601
254
$240K 0.03%
1,932
255
$239K 0.03%
1,998
-650
256
$239K 0.03%
+10,320
257
$236K 0.03%
7,522
-2,158
258
$236K 0.03%
5,100
259
$234K 0.03%
+3,103
260
$232K 0.03%
4,218
+199
261
$232K 0.03%
13,865
262
$231K 0.03%
+1,550
263
$218K 0.03%
+1,865
264
$217K 0.03%
3,621
+427
265
$216K 0.03%
200
266
$211K 0.03%
723
-10
267
$207K 0.03%
+7,748
268
$207K 0.03%
+846
269
$207K 0.03%
+6,630
270
$202K 0.02%
2,750
-1,120
271
$200K 0.02%
+2,549
272
$123K 0.01%
13,852
273
$94K 0.01%
+15,000
274
$53K 0.01%
10,457
-1,918
275
$42K 0.01%
20,000
8 9 10
11
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