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
301
$605K 0.03%
10,150
302
$601K 0.03%
3,083
+130
303
$593K 0.03%
28,097
+7,618
304
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27,107
+6,546
305
$591K 0.03%
1,776
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306
$573K 0.02%
21,299
-8,788
307
$569K 0.02%
10,740
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308
$567K 0.02%
2,376
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309
$560K 0.02%
23,773
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310
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3,359
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311
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3,287
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312
$544K 0.02%
11,428
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313
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3,905
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314
$527K 0.02%
3,641
-395
315
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4,022
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316
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82,091
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318
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5,258
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320
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3,060
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$500K 0.02%
6,199
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322
$499K 0.02%
44,539
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323
$498K 0.02%
18,417
+2,478
324
$494K 0.02%
21,843
+18
325
$494K 0.02%
6,980
+40
11 12
13
14 15