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
$3.55B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$12.2M
3
+$9.79M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$7.28M
5
NFLX icon
Netflix
NFLX
+$7.24M

Top Sells

1
+$50M
2
+$19.3M
3
+$8.82M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$5.32M
5
DELL icon
Dell
DELL
+$3.79M

Sector Composition

1 Technology 11.63%
2 Consumer Discretionary 3.7%
3 Healthcare 3.35%
4 Communication Services 3.02%
5 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$470K 0.01%
1,208
-1,173
377
$467K 0.01%
3,146
+508
378
$462K 0.01%
11,192
-277
379
$459K 0.01%
2,946
-1,435
380
$458K 0.01%
3,893
+272
381
$457K 0.01%
1,398
-65
382
$453K 0.01%
3,177
+1,321
383
$448K 0.01%
11,734
-2,979
384
$446K 0.01%
10,927
-2,453
385
$446K 0.01%
2,492
+330
386
$443K 0.01%
4,273
-4,783
387
$437K 0.01%
10,527
+2,649
388
$435K 0.01%
+9,069
389
$432K 0.01%
4,796
-941
390
$429K 0.01%
2,785
-237
391
$428K 0.01%
4,837
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392
$427K 0.01%
13,663
-14,500
393
$423K 0.01%
407
+89
394
$422K 0.01%
5,441
+5
395
$420K 0.01%
14,439
-1,923
396
$420K 0.01%
3,192
-153
397
$419K 0.01%
2,867
398
$417K 0.01%
292
+25
399
$414K 0.01%
4,289
+198
400
$413K 0.01%
11,004
+108
14 15
16
17 18