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
$2.48B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$7.66M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.62M
5
MSFT icon
Microsoft
MSFT
+$7.07M

Top Sells

1
+$16.1M
2
+$6.75M
3
+$5.65M
4
CVS icon
CVS Health
CVS
+$5.19M
5
AFG icon
American Financial Group
AFG
+$4.47M

Sector Composition

1 Technology 10.84%
2 Consumer Discretionary 2.86%
3 Healthcare 2.48%
4 Financials 2.33%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$244K 0.01%
2,077
+14
402
$244K 0.01%
5,418
-100
403
$243K 0.01%
1,175
+178
404
$242K 0.01%
175
-101
405
$242K 0.01%
1,834
-2,248
406
$241K 0.01%
5,661
-73,776
407
$240K 0.01%
+2,881
408
$239K 0.01%
+28,163
409
$239K 0.01%
3,448
410
$237K 0.01%
7,022
-30,303
411
$236K 0.01%
1,372
-588
412
$236K 0.01%
+2,508
413
$235K 0.01%
+686
414
$234K 0.01%
+12,451
415
$233K 0.01%
4,311
+7
416
$233K 0.01%
3,932
417
$232K 0.01%
+1,190
418
$229K 0.01%
2,097
-3,853
419
$228K 0.01%
1,360
-2,659
420
$228K 0.01%
+4,994
421
$227K 0.01%
845
422
$226K 0.01%
3,748
+76
423
$225K 0.01%
10,788
-1,212
424
$225K 0.01%
+2,048
425
$224K 0.01%
5,241
-1,809
15 16
17
18 19