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
251
$777K 0.03%
1,939
+123
252
$770K 0.03%
3,743
+660
253
$757K 0.03%
3,585
-272
254
$749K 0.03%
10,626
+192
255
$746K 0.03%
11,721
-7,715
256
$745K 0.03%
7,609
-48
257
$744K 0.03%
9,920
-46,407
258
$698K 0.03%
4,329
+64
259
$692K 0.03%
26,626
+8,209
260
$691K 0.03%
18,975
-23,053
261
$688K 0.03%
10,951
-248
262
$673K 0.03%
3,428
263
$673K 0.03%
8,041
-1,085
264
$666K 0.03%
20,158
-4,026
265
$662K 0.03%
1,737
+273
266
$657K 0.03%
+2,306
267
$656K 0.03%
7,448
+1,249
268
$653K 0.03%
6,927
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269
$653K 0.03%
+3,861
270
$652K 0.03%
34,812
+5,344
271
$646K 0.03%
1,239
-413
272
$640K 0.03%
3,084
-164
273
$638K 0.03%
26,955
+5,112
274
$629K 0.03%
6,762
+2,056
275
$618K 0.02%
10,150
9 10
11
12 13