EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$31.7M
2
+$12.4M
3
+$6.88M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$5.01M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.36M

Top Sells

1
+$3.53M
2
+$3.01M
3
+$2.63M
4
LOGI icon
Logitech
LOGI
+$1.75M
5
AMZN icon
Amazon
AMZN
+$1.61M

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
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+4,825
381
$298K 0.02%
4,932
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382
$287K 0.02%
4,797
383
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1,062
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384
$285K 0.02%
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386
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5,338
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390
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396
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14,592
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$259K 0.01%
18,150
-5,286
399
$259K 0.01%
+3,798
400
$254K 0.01%
2,300
14 15
16
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