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
$2.12B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.82M
3
+$9.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$9.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.57M

Top Sells

1
+$5.08M
2
+$4.39M
3
+$3.21M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.11M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.21M

Sector Composition

1 Technology 7.74%
2 Healthcare 3.02%
3 Consumer Discretionary 2.65%
4 Financials 2.64%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$253K 0.01%
6,405
-172
402
$253K 0.01%
1,371
+61
403
$253K 0.01%
7,285
-1,835
404
$252K 0.01%
+1,339
405
$252K 0.01%
3,378
-400
406
$247K 0.01%
4,851
407
$244K 0.01%
2,600
408
$243K 0.01%
15,000
-1,132
409
$241K 0.01%
3,932
410
$240K 0.01%
+5,000
411
$238K 0.01%
2,519
-601
412
$232K 0.01%
+1,703
413
$230K 0.01%
1,427
-305
414
$230K 0.01%
1,713
+287
415
$226K 0.01%
+5,020
416
$223K 0.01%
2,342
-683
417
$222K 0.01%
3,535
-331
418
$221K 0.01%
+2,437
419
$220K 0.01%
5,340
-3,177
420
$220K 0.01%
+470
421
$219K 0.01%
4,000
422
$218K 0.01%
12,961
-244
423
$218K 0.01%
2,393
-288
424
$217K 0.01%
3,523
-2,016
425
$216K 0.01%
4,411
+76
15 16
17
18 19