EWM

Empirical Wealth Management Portfolio holdings

AUM $3.88B
This Quarter Return
-0.53%
1 Year Return
+7.43%
3 Year Return
+23.17%
5 Year Return
+77.12%
10 Year Return
+82.42%
AUM
$3.88B
AUM Growth
+$200M
Cap. Flow
+$249M
Cap. Flow %
6.42%
Top 10 Hldgs %
35.88%
Holding
719
New
110
Increased
284
Reduced
214
Closed
73

Top Buys

1
$21.7M
2
$16.6M
3
$16.1M
4
$15.7M
5
$15.5M

Top Sells

1
$14.3M
2
$11.5M
3
$11.2M
4
$11M
5
$10.2M

Sector Composition

1Technology13.19%
2Financials4.14%
3Communication Services2.97%
4Consumer Discretionary2.74%
5Consumer Staples2.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$688K0.02%
+10,255
 New
+$688K
$680K0.02% 3,905––
$671K0.02% 6,787
+388
+6%
+$38.4K
$665K0.02% 6,090
+813
+15%
+$88.8K
$663K0.02% 9,850––
$649K0.02% 19,006
-183
-1%
-$6.25K
$641K0.02% 3,283
+546
+20%
+$107K
$641K0.02% 6,985––
$640K0.02% 942
-69
-7%
-$46.9K
$639K0.02% 6,840
-36,665
-84%
-$3.43M
$633K0.02% 114,937––
$629K0.02% 6,252
+200
+3%
+$20.1K
$627K0.02% 635
+271
+74%
+$268K
$624K0.02%
+14,925
 New
+$624K
$622K0.02% 8,506
-427
-5%
-$31.2K
$619K0.02% 9,967
+2,632
+36%
+$163K
$618K0.02% 33,221
-783
-2%
-$14.6K
$613K0.02% 1,165
-84
-7%
-$44.2K
$610K0.02% 12,048
+1,791
+17%
+$90.7K
$609K0.02% 12,580
-31,200
-71%
-$1.51M
$603K0.02% 3,432
+1,184
+53%
+$208K
$600K0.02% 12,819
+4,859
+61%
+$227K
$599K0.02% 6,275
-45
-0.7%
-$4.3K
$596K0.02% 3,893
+1,564
+67%
+$240K
$595K0.02% 5,328
+309
+6%
+$34.5K
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