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
426
$231K 0.01%
6,512
+620
427
$230K 0.01%
+3,448
428
$225K 0.01%
1,431
+155
429
$224K 0.01%
+3,888
430
$223K 0.01%
2,331
-11
431
$218K 0.01%
2,920
-1,648
432
$217K 0.01%
13,066
+105
433
$216K 0.01%
395
-75
434
$216K 0.01%
17,282
+29
435
$213K 0.01%
2,300
436
$213K 0.01%
2,500
437
$212K 0.01%
+744
438
$211K 0.01%
+3,672
439
$207K 0.01%
10,451
440
$206K 0.01%
+4,304
441
$204K 0.01%
+4,087
442
$204K 0.01%
+997
443
$203K 0.01%
+3,968
444
$203K 0.01%
+1,442
445
$202K 0.01%
+2,646
446
$202K 0.01%
2,579
-85
447
$201K 0.01%
+1,491
448
$201K 0.01%
1,020
-40
449
$200K 0.01%
13,750
450
$176K 0.01%
+12,800
16 17
18
19 20