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
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.7M
3
+$6.89M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.27M

Top Sells

1
+$3.61M
2
+$2.92M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$1.47M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$251K 0.01%
1,762
-1,704
402
$251K 0.01%
+6,525
403
$250K 0.01%
402
+36
404
$243K 0.01%
858
-231
405
$239K 0.01%
1,457
-117
406
$239K 0.01%
+2,500
407
$238K 0.01%
+1,428
408
$237K 0.01%
+708
409
$235K 0.01%
3,416
410
$233K 0.01%
4,045
411
$233K 0.01%
2,382
-5,380
412
$232K 0.01%
1,853
-126
413
$231K 0.01%
2,042
+4
414
$230K 0.01%
2,061
-4,052
415
$229K 0.01%
2,778
-4,888
416
$226K 0.01%
10,451
-1,438
417
$225K 0.01%
3,229
-44
418
$225K 0.01%
1,900
419
$225K 0.01%
2,500
420
$223K 0.01%
+2,748
421
$219K 0.01%
+3,110
422
$219K 0.01%
4,268
-350
423
$218K 0.01%
+8,366
424
$215K 0.01%
10,500
-570
425
$215K 0.01%
4,664
15 16
17
18 19