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
276
$625K 0.03%
7,168
+343
277
$616K 0.03%
6,842
+40
278
$613K 0.03%
22,304
+2,735
279
$610K 0.03%
4,873
-200
280
$604K 0.03%
1,804
-61
281
$598K 0.03%
26,914
-89
282
$587K 0.03%
28,754
+3,153
283
$584K 0.03%
18,810
+3,870
284
$583K 0.03%
1,786
+68
285
$582K 0.03%
3,903
-69
286
$578K 0.03%
32,394
+5,438
287
$572K 0.03%
6,722
+192
288
$571K 0.03%
27,549
-7,257
289
$568K 0.03%
2,343
+203
290
$567K 0.03%
2,409
-303
291
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4,036
-1,065
292
$563K 0.03%
9,045
+1,491
293
$562K 0.03%
50,183
+3,784
294
$551K 0.03%
10,150
295
$546K 0.03%
3,667
-85
296
$543K 0.03%
2,535
-14
297
$542K 0.03%
11,381
-818
298
$538K 0.03%
8,159
+432
299
$536K 0.03%
24,233
+2,520
300
$531K 0.03%
2,953
+234
10 11
12
13 14