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
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.7M
3
+$6.89M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.27M

Top Sells

1
+$3.61M
2
+$2.92M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$1.47M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$436K 0.02%
+5,296
327
$435K 0.02%
4,471
-819
328
$434K 0.02%
+9,257
329
$432K 0.02%
5,139
-236
330
$431K 0.02%
11,480
-17,563
331
$428K 0.02%
3,942
-58
332
$422K 0.02%
+6,020
333
$419K 0.02%
3,379
-1,351
334
$418K 0.02%
1,584
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335
$410K 0.02%
2,620
336
$410K 0.02%
4,263
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337
$399K 0.02%
4,910
-16
338
$397K 0.02%
7,506
+2,142
339
$397K 0.02%
6,168
-2,880
340
$395K 0.02%
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341
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342
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11,187
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343
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344
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6,497
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345
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2,609
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346
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4,627
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347
$378K 0.02%
4,007
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348
$378K 0.02%
2,553
+430
349
$376K 0.02%
+4,734
350
$372K 0.02%
5,677
-100
12 13
14
15 16