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
351
$372K 0.02%
1,488
-4,223
352
$367K 0.02%
26,750
353
$367K 0.02%
4,059
-2,992
354
$366K 0.02%
7,168
-200
355
$365K 0.02%
+3,037
356
$360K 0.02%
1,458
-179
357
$356K 0.02%
2,257
+856
358
$346K 0.02%
7,250
359
$346K 0.02%
5,535
-654
360
$344K 0.02%
6,145
-5,110
361
$334K 0.02%
1,934
+312
362
$333K 0.02%
12,104
+700
363
$329K 0.02%
913
+12
364
$326K 0.02%
+1,030
365
$323K 0.02%
12,268
+194
366
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+2,199
367
$320K 0.02%
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368
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909
369
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+2,940
370
$314K 0.02%
1,855
371
$313K 0.02%
1,805
-84
372
$312K 0.02%
2,718
-711
373
$312K 0.02%
4,466
-5,747
374
$309K 0.02%
5,171
+233
375
$308K 0.02%
1,544
13 14
15
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