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
376
$284K 0.01%
638
-68
377
$283K 0.01%
1,430
+3
378
$280K 0.01%
15,026
+682
379
$277K 0.01%
2,307
-259
380
$276K 0.01%
14,592
381
$276K 0.01%
1,801
-440
382
$275K 0.01%
1,620
+160
383
$274K 0.01%
616
-4,657
384
$271K 0.01%
2,600
385
$268K 0.01%
+2,525
386
$268K 0.01%
+4,390
387
$268K 0.01%
775
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388
$267K 0.01%
+9,033
389
$264K 0.01%
1,997
-450
390
$264K 0.01%
597
-508
391
$258K 0.01%
4,314
-1,206
392
$258K 0.01%
2,553
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393
$257K 0.01%
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394
$257K 0.01%
3,148
-291
395
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396
$255K 0.01%
+2,843
397
$254K 0.01%
9,527
-3,300
398
$251K 0.01%
4,016
-50
399
$250K 0.01%
3,759
-266
400
$249K 0.01%
2,474
14 15
16
17 18