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
426
$215K 0.01%
+1,060
427
$214K 0.01%
+2,500
428
$214K 0.01%
+2,664
429
$209K 0.01%
+2,545
430
$209K 0.01%
13,750
431
$208K 0.01%
2,300
432
$207K 0.01%
10,451
433
$207K 0.01%
896
-156
434
$205K 0.01%
17,253
+232
435
$203K 0.01%
4,977
-786
436
$202K 0.01%
9,353
-1,070
437
$202K 0.01%
1,276
-388
438
$202K 0.01%
8,359
-4,861
439
$201K 0.01%
+5,892
440
$201K 0.01%
+4,251
441
$194K 0.01%
10,715
-5,833
442
$135K 0.01%
11,353
-928
443
$118K 0.01%
+12,524
444
$98.5K ﹤0.01%
13,553
-1,633
445
$91.4K ﹤0.01%
17,580
446
$68.3K ﹤0.01%
10,533
447
$27.4K ﹤0.01%
1,734
-2,466
448
$27.3K ﹤0.01%
21,800
449
$22.6K ﹤0.01%
10,000
450
$21K ﹤0.01%
71,702
+28,119
16 17
18
19 20