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
276
$616K 0.02%
27,329
-181
277
$609K 0.02%
26,713
-113
278
$606K 0.02%
26,967
-65
279
$602K 0.02%
8,259
-2,313
280
$599K 0.02%
28,526
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281
$597K 0.02%
6,598
-631
282
$595K 0.02%
7,850
-2,074
283
$592K 0.02%
2,578
+562
284
$591K 0.02%
2,937
+403
285
$589K 0.02%
27,199
+92
286
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2,720
-350
287
$567K 0.02%
24,098
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288
$563K 0.02%
2,493
-856
289
$553K 0.02%
3,191
-168
290
$549K 0.02%
3,905
291
$548K 0.02%
14,729
+3,398
292
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2,167
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293
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2,515
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294
$524K 0.02%
6,141
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295
$523K 0.02%
19,140
+3,534
296
$522K 0.02%
7,553
-75,111
297
$522K 0.02%
10,322
+6,354
298
$521K 0.02%
15,264
-157
299
$518K 0.02%
2,975
+245
300
$515K 0.02%
4,471
+730
10 11
12
13 14