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
251
$815K 0.04%
35,392
+3,132
252
$811K 0.04%
+3,403
253
$796K 0.03%
6,519
+708
254
$785K 0.03%
20,604
+187
255
$785K 0.03%
28,630
+3,914
256
$783K 0.03%
24,965
+6,155
257
$782K 0.03%
4,202
-236
258
$778K 0.03%
6,056
+662
259
$777K 0.03%
17,185
+1,191
260
$771K 0.03%
3,857
+1,766
261
$769K 0.03%
28,064
-3,337
262
$767K 0.03%
22,178
+517
263
$763K 0.03%
7,657
-1,130
264
$743K 0.03%
2,777
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265
$738K 0.03%
9,924
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266
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268
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39,742
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269
$724K 0.03%
14,686
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270
$716K 0.03%
7,468
271
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26,038
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272
$711K 0.03%
9,374
+564
273
$709K 0.03%
2,417
-39
274
$699K 0.03%
11,199
-1,317
275
$687K 0.03%
11,575
+2,530
9 10
11
12 13