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
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.7M
3
+$6.89M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.27M

Top Sells

1
+$3.61M
2
+$2.92M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$1.47M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$645K 0.04%
2,819
+545
252
$644K 0.04%
5,476
+171
253
$634K 0.04%
4,246
+219
254
$633K 0.04%
5,300
+1,470
255
$632K 0.04%
+8,552
256
$623K 0.04%
13,690
-3,992
257
$619K 0.04%
15,910
+585
258
$619K 0.04%
36,976
+14,820
259
$619K 0.04%
1,084
+397
260
$618K 0.04%
3,731
-1,067
261
$603K 0.03%
25,495
+408
262
$599K 0.03%
1,735
-955
263
$599K 0.03%
23,445
+2,952
264
$598K 0.03%
+3,950
265
$596K 0.03%
7,362
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266
$596K 0.03%
9,607
-2,828
267
$593K 0.03%
+9,870
268
$587K 0.03%
9,770
269
$584K 0.03%
7,582
-2,800
270
$584K 0.03%
2,879
-83
271
$582K 0.03%
16,000
272
$577K 0.03%
2,240
+403
273
$566K 0.03%
9,950
+860
274
$566K 0.03%
4,445
+135
275
$565K 0.03%
3,633
+633
9 10
11
12 13