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
276
$686K 0.03%
3,070
+661
277
$681K 0.03%
36,034
+7,280
278
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4,082
+179
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280
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281
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283
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284
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285
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286
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287
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288
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289
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4,265
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290
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291
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293
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294
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451
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296
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3,248
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297
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27,510
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298
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26,914
299
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26,826
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300
$607K 0.03%
27,032
+2,799
10 11
12
13 14