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
426
$224K 0.01%
2,500
427
$222K 0.01%
2,286
-32,543
428
$222K 0.01%
+7,368
429
$221K 0.01%
+3,991
430
$220K 0.01%
1,129
-528
431
$218K 0.01%
714
-30
432
$217K 0.01%
2,470
-176
433
$216K 0.01%
+430
434
$212K 0.01%
1,455
+13
435
$211K 0.01%
2,300
436
$207K 0.01%
+7,292
437
$204K 0.01%
3,829
-21,522
438
$203K 0.01%
+3,296
439
$202K 0.01%
2,240
-91
440
$201K 0.01%
+3,075
441
$199K 0.01%
11,128
+860
442
$197K 0.01%
+11,465
443
$197K 0.01%
13,951
+201
444
$192K 0.01%
10,451
445
$156K 0.01%
17,819
446
$138K 0.01%
10,753
447
$124K 0.01%
+12,750
448
$100K ﹤0.01%
+13,420
449
$93K ﹤0.01%
+14,077
450
$91.1K ﹤0.01%
+10,210
16 17
18
19 20