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
376
$295K 0.01%
2,284
-113
377
$295K 0.01%
6,095
+60
378
$294K 0.01%
3,057
-444
379
$294K 0.01%
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380
$292K 0.01%
+20,723
381
$292K 0.01%
947
-217
382
$291K 0.01%
3,916
-259
383
$290K 0.01%
2,287
-1,154
384
$290K 0.01%
4,568
-2,905
385
$289K 0.01%
2,241
-28
386
$288K 0.01%
1,343
-1,305
387
$288K 0.01%
2,033
-232
388
$286K 0.01%
+5,026
389
$283K 0.01%
+509
390
$283K 0.01%
2,510
-82
391
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392
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393
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-99
394
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1,112
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395
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1,628
-94
396
$273K 0.01%
1,866
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397
$267K 0.01%
316
-4
398
$264K 0.01%
2,530
-695
399
$256K 0.01%
14,592
400
$256K 0.01%
8,552
14 15
16
17 18