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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
$1.07B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$6.49M
3
+$6.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.61M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.92M

Top Sells

1
+$5.66M
2
+$3.68M
3
+$3.32M
4
AAPL icon
Apple
AAPL
+$2.87M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$1.65M

Sector Composition

1 Technology 8.42%
2 Healthcare 2.92%
3 Financials 2.68%
4 Consumer Discretionary 2.46%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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