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
351
$352K 0.01%
1,001
-345
352
$352K 0.01%
446
-50
353
$351K 0.01%
+2,640
354
$350K 0.01%
768
-1,039
355
$348K 0.01%
5,993
-272
356
$338K 0.01%
13,637
-1,413
357
$335K 0.01%
5,966
358
$323K 0.01%
2,723
-37,643
359
$322K 0.01%
1,946
-129
360
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4,797
361
$318K 0.01%
1,665
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362
$317K 0.01%
12,310
-756
363
$313K 0.01%
1,045
+15
364
$309K 0.01%
1,607
-59
365
$308K 0.01%
1,054
-212
366
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+1,718
367
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1,638
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368
$305K 0.01%
+11,583
369
$304K 0.01%
5,359
-19,165
370
$303K 0.01%
23,834
+6,552
371
$302K 0.01%
3,340
+311
372
$293K 0.01%
2,843
+3
373
$286K 0.01%
3,002
+264
374
$285K 0.01%
11,321
-50,252
375
$285K 0.01%
3,690
+1
13 14
15
16 17