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
$2.12B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.82M
3
+$9.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$9.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.57M

Top Sells

1
+$5.08M
2
+$4.39M
3
+$3.21M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.11M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.21M

Sector Composition

1 Technology 7.74%
2 Healthcare 3.02%
3 Consumer Discretionary 2.65%
4 Financials 2.64%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$749K 0.04%
23,441
+2,688
252
$733K 0.03%
4,438
+585
253
$731K 0.03%
2,945
-239
254
$729K 0.03%
5,394
+372
255
$725K 0.03%
5,811
+552
256
$725K 0.03%
6,859
+507
257
$719K 0.03%
32,260
+1,209
258
$719K 0.03%
3,609
-311
259
$714K 0.03%
11,011
+882
260
$712K 0.03%
5,718
-274
261
$710K 0.03%
24,716
+2,264
262
$707K 0.03%
10,134
-1,542
263
$696K 0.03%
8,306
+310
264
$674K 0.03%
8,810
+451
265
$665K 0.03%
15,994
+2,237
266
$663K 0.03%
7,839
+566
267
$652K 0.03%
13,320
+1,795
268
$649K 0.03%
2,087
+137
269
$646K 0.03%
4,582
-454
270
$645K 0.03%
456
-63
271
$643K 0.03%
7,468
272
$639K 0.03%
13,453
+2,631
273
$633K 0.03%
2,456
+489
274
$631K 0.03%
6,034
+536
275
$626K 0.03%
19,373
9 10
11
12 13