EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$278K 0.01%
2,738
+20
402
$276K 0.01%
4,025
+490
403
$275K 0.01%
+9,960
404
$274K 0.01%
+2,621
405
$271K 0.01%
4,862
+451
406
$269K 0.01%
+3,578
407
$269K 0.01%
1,298
+402
408
$267K 0.01%
2,344
-175
409
$265K 0.01%
12,000
-4,760
410
$264K 0.01%
3,029
-28
411
$264K 0.01%
7,050
+1,710
412
$263K 0.01%
+14,344
413
$263K 0.01%
14,592
414
$262K 0.01%
1,427
415
$257K 0.01%
4,545
-2,565
416
$257K 0.01%
+845
417
$257K 0.01%
8,552
418
$255K 0.01%
8,390
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419
$252K 0.01%
2,474
-56
420
$247K 0.01%
+4,066
421
$243K 0.01%
+5,518
422
$242K 0.01%
+2,598
423
$240K 0.01%
3,932
424
$239K 0.01%
4,000
425
$237K 0.01%
5,040
+20
15 16
17
18 19