EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
-5.86%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$1.91B
AUM Growth
+$1.61M
(+0.08%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
5.96%
Top 10 Holdings %
Top 10 Hldgs %
35.37%
Holding
487
New
25
Increased
253
Reduced
150
Closed
25
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$12.3M |
| 2 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$10.4M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$9.37M |
| 4 |
Karat Packaging
KRT
|
$7.03M |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$6.37M |
Top Sells
Sector Composition
| 1 | Technology | 8.15% |
| 2 | Consumer Discretionary | 3.26% |
| 3 | Healthcare | 3% |
| 4 | Financials | 2.58% |
| 5 | Communication Services | 1.56% |
