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
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.7M
3
+$6.89M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.27M

Top Sells

1
+$3.61M
2
+$2.92M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$1.47M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$214K 0.01%
2,425
-16,168
427
$206K 0.01%
1,175
-219
428
$203K 0.01%
+1,378
429
$203K 0.01%
7,060
-720
430
$202K 0.01%
1,935
-1,952
431
$202K 0.01%
4,498
-625
432
$200K 0.01%
+1,788
433
$199K 0.01%
20,721
-640
434
$195K 0.01%
+16,045
435
$161K 0.01%
10,533
-21
436
$146K 0.01%
442
-441
437
$138K 0.01%
277
438
$131K 0.01%
14,710
+285
439
$102K 0.01%
12,555
440
$91K 0.01%
+19,864
441
$84K ﹤0.01%
+38,450
442
$73K ﹤0.01%
20,000
443
$66K ﹤0.01%
+10,037
444
$49K ﹤0.01%
29,256
-2,110
445
$48K ﹤0.01%
29,769
-1,000
446
$48K ﹤0.01%
39,164
+8,020
447
$43K ﹤0.01%
22,788
448
$33K ﹤0.01%
+10,144
449
$10K ﹤0.01%
2
450
– –
-3,509
16 17
18
19 20