EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
$6K ﹤0.01%
+15,000
327
– –
-3,146
328
– –
-19,486
329
– –
-9,987
330
– –
-2,800
331
– –
-23,376
332
– –
-10,703
333
– –
-8,753
334
– –
-4,761
335
– –
-16,765
336
– –
-100
337
– –
-3,917
338
– –
-41,000
339
– –
-975
340
– –
-1,450
341
– –
-8,260
342
– –
-24,460
343
– –
-12,033
344
– –
-13,696
345
– –
-26,066
346
– –
-5,130
347
– –
-13,077
348
– –
-90,000
349
– –
-2,645
350
– –
-4,209
10 11 12 13
14