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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$905M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.57M
3
+$5.8M
4
AMD icon
Advanced Micro Devices
AMD
+$3.69M
5
AAPL icon
Apple
AAPL
+$3.49M

Top Sells

1
+$20.3M
2
+$2.52M
3
+$2.14M
4
INTC icon
Intel
INTC
+$2.08M
5
AMZN icon
Amazon
AMZN
+$1.24M

Sector Composition

1 Technology 7.61%
2 Financials 2.65%
3 Consumer Discretionary 2.24%
4 Healthcare 2.22%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-7,748
327
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-2,211
328
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-10,000
329
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-1,550
330
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-10,457
331
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-20,575
332
– –
-14,454
333
– –
-9,218
334
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335
– –
-1,652
336
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337
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-31,917
338
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-101,539
339
– –
-15,000
340
– –
-6,630
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