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
376
$335K 0.01%
2,843
+450
377
$332K 0.01%
1,985
-733
378
$329K 0.01%
+5,966
379
$329K 0.01%
12,827
380
$328K 0.01%
7,976
-287
381
$326K 0.01%
1,960
+94
382
$325K 0.01%
5,026
383
$324K 0.01%
3,054
+315
384
$324K 0.01%
1,666
-39
385
$322K 0.01%
2,600
386
$319K 0.01%
9,848
+203
387
$319K 0.01%
4,797
388
$313K 0.01%
2,668
389
$309K 0.01%
2,478
-32
390
$304K 0.01%
2,075
+362
391
$303K 0.01%
2,241
392
$297K 0.01%
3,439
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393
$297K 0.01%
2,840
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$296K 0.01%
1,030
+83
395
$288K 0.01%
2,063
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396
$287K 0.01%
1,499
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397
$286K 0.01%
3,258
-843
398
$281K 0.01%
3,689
-227
399
$279K 0.01%
+706
400
$278K 0.01%
1,415
-321
14 15
16
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