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
301
$512K 0.02%
7,587
-213
302
$509K 0.02%
12,261
+2,235
303
$505K 0.02%
1,285
-566
304
$503K 0.02%
6,561
-1,046
305
$500K 0.02%
1,045
306
$490K 0.02%
6,980
307
$490K 0.02%
10,969
+1,054
308
$490K 0.02%
11,386
-42
309
$487K 0.02%
8,622
-2,160
310
$485K 0.02%
5,884
311
$485K 0.02%
1,409
-367
312
$484K 0.02%
3,365
-325
313
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14,475
+1,018
314
$480K 0.02%
3,458
-183
315
$479K 0.02%
18,352
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316
$478K 0.02%
2,602
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317
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318
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44,139
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319
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13,835
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320
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82,091
321
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3,868
-356
322
$470K 0.02%
8,683
+4,596
323
$465K 0.02%
5,807
+59
324
$465K 0.02%
4,850
+45
325
$465K 0.02%
5,522
+1,000
11 12
13
14 15