EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
+4.97%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$1.65B
AUM Growth
+$409M
(+33%)
Cap. Flow
+$352M
Cap. Flow
% of AUM
21.29%
Top 10 Holdings %
Top 10 Hldgs %
38.68%
Holding
460
New
69
Increased
291
Reduced
59
Closed
17
Top Buys
Top Sells
| 1 |
Zillow
Z
|
$11.2M |
| 2 |
CareDx
CDNA
|
$1.94M |
| 3 |
FSKR
FS KKR Capital Corp. II
FSKR
|
$1.09M |
| 4 |
Teladoc Health
TDOC
|
$1.02M |
| 5 |
Sherwin-Williams
SHW
|
$442K |
Sector Composition
| 1 | Technology | 9.44% |
| 2 | Consumer Discretionary | 2.58% |
| 3 | Communication Services | 2.54% |
| 4 | Healthcare | 2.38% |
| 5 | Financials | 2.34% |
