EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$413K 0.02%
4,706
+170
352
$413K 0.02%
4,224
+609
353
$411K 0.02%
4,522
354
$408K 0.02%
11,954
-564
355
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15,050
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356
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1,955
+7
357
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2,454
+25
358
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5,800
-1,025
359
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1,266
-60
360
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10,026
+1,306
361
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3,779
362
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+1,657
363
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19,269
+1,205
364
$368K 0.02%
2,029
-20
365
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9,253
366
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368
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6,265
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369
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2,566
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370
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1,920
+292
371
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276
372
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2,447
-89
373
$350K 0.02%
5,520
+952
374
$350K 0.02%
+2,405
375
$342K 0.01%
496
-13
13 14
15
16 17