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
$3.55B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$12.2M
3
+$9.79M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$7.28M
5
NFLX icon
Netflix
NFLX
+$7.24M

Top Sells

1
+$50M
2
+$19.3M
3
+$8.82M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$5.32M
5
DELL icon
Dell
DELL
+$3.79M

Sector Composition

1 Technology 11.63%
2 Consumer Discretionary 3.7%
3 Healthcare 3.35%
4 Communication Services 3.02%
5 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$413K 0.01%
2,450
+50
402
$411K 0.01%
8,094
+1,953
403
$410K 0.01%
4,723
-104
404
$406K 0.01%
2,195
-167
405
$406K 0.01%
7,766
+39
406
$405K 0.01%
2,998
+847
407
$402K 0.01%
3,820
+5
408
$401K 0.01%
1,867
+64
409
$398K 0.01%
12,284
+1
410
$395K 0.01%
1,368
+15
411
$394K 0.01%
5,369
-150
412
$393K 0.01%
+24,126
413
$393K 0.01%
844
-3
414
$390K 0.01%
831
+3
415
$389K 0.01%
7,547
-162
416
$385K 0.01%
2,650
417
$385K 0.01%
2,134
418
$383K 0.01%
8,707
+2,977
419
$379K 0.01%
90
+12
420
$379K 0.01%
6,570
-1,680
421
$378K 0.01%
+5,597
422
$374K 0.01%
1,465
+252
423
$372K 0.01%
10,509
+317
424
$372K 0.01%
734
-7
425
$371K 0.01%
5,620
+1,174
15 16
17
18 19