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
376
$306K 0.02%
1,823
-406
377
$305K 0.02%
3,793
-41
378
$305K 0.02%
2,833
+233
379
$303K 0.02%
1,185
-6
380
$300K 0.02%
+4,825
381
$298K 0.02%
4,932
+325
382
$287K 0.02%
4,797
383
$287K 0.02%
1,062
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384
$285K 0.02%
5,539
-978
385
$282K 0.02%
2,824
-40
386
$281K 0.02%
1,678
+309
387
$281K 0.02%
5,293
-1,933
388
$280K 0.02%
1,614
-215
389
$280K 0.02%
2,878
+563
390
$279K 0.02%
657
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391
$276K 0.02%
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$270K 0.02%
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393
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1,372
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394
$263K 0.02%
14,192
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395
$263K 0.02%
+7,653
396
$261K 0.01%
+11,703
397
$261K 0.01%
14,592
-315
398
$259K 0.01%
18,150
-5,286
399
$259K 0.01%
+3,798
400
$254K 0.01%
2,300
14 15
16
17 18