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
326
$462K 0.02%
7,155
-450
327
$448K 0.02%
10,329
+481
328
$444K 0.02%
3,110
+86
329
$442K 0.02%
+1,369
330
$439K 0.02%
5,811
+11
331
$437K 0.02%
1,783
-593
332
$436K 0.02%
12,669
+715
333
$417K 0.02%
1,515
+28
334
$415K 0.02%
3,178
+834
335
$411K 0.02%
3,351
+873
336
$409K 0.02%
3,779
337
$408K 0.02%
3,502
+2,011
338
$407K 0.02%
+12,521
339
$407K 0.02%
3,595
+927
340
$398K 0.02%
+5,472
341
$391K 0.02%
+4,231
342
$386K 0.02%
326
+10
343
$380K 0.02%
2,390
-64
344
$374K 0.02%
+17,072
345
$370K 0.01%
5,940
+1,078
346
$364K 0.01%
8,861
+885
347
$364K 0.01%
2,150
+165
348
$361K 0.01%
9,123
-130
349
$357K 0.01%
4,264
+1,006
350
$355K 0.01%
+5,424
12 13
14
15 16