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
$2.12B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.82M
3
+$9.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$9.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.57M

Top Sells

1
+$5.08M
2
+$4.39M
3
+$3.21M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.11M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.21M

Sector Composition

1 Technology 7.74%
2 Healthcare 3.02%
3 Consumer Discretionary 2.65%
4 Financials 2.64%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$369K 0.02%
6,314
-1,062
352
$369K 0.02%
16,760
+1,500
353
$365K 0.02%
2,049
+44
354
$365K 0.02%
11,510
-785
355
$364K 0.02%
1,141
+400
356
$364K 0.02%
276
+6
357
$361K 0.02%
1,736
-147
358
$353K 0.02%
3,779
359
$351K 0.02%
9,253
-273
360
$350K 0.02%
4,870
-1,155
361
$344K 0.02%
8,727
+265
362
$343K 0.02%
2,322
-171
363
$341K 0.02%
2,429
364
$338K 0.02%
8,263
+1,318
365
$337K 0.02%
4,536
+829
366
$335K 0.02%
+3,272
367
$334K 0.02%
6,825
-4,415
368
$333K 0.02%
18,064
-2,882
369
$329K 0.02%
2,536
+79
370
$324K 0.02%
4,797
371
$322K 0.02%
3,615
372
$322K 0.02%
2,668
-467
373
$318K 0.02%
2,739
-1,548
374
$308K 0.01%
3,467
-889
375
$305K 0.01%
8,720
-94
13 14
15
16 17