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
426
$367K 0.01%
2,719
-75
427
$363K 0.01%
+17,130
428
$362K 0.01%
4,122
-1,795
429
$362K 0.01%
+24,551
430
$359K 0.01%
3,312
+1,120
431
$358K 0.01%
3,115
-882
432
$357K 0.01%
5,517
-150
433
$357K 0.01%
1,780
+15
434
$355K 0.01%
2,774
+258
435
$353K 0.01%
1,186
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436
$351K 0.01%
2,612
-120
437
$350K 0.01%
20,948
+6,826
438
$344K 0.01%
14,655
+75
439
$343K 0.01%
15,534
-1,016
440
$342K 0.01%
2,504
-1,066
441
$339K 0.01%
+40,717
442
$339K 0.01%
+24,812
443
$339K 0.01%
165
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444
$335K 0.01%
5,776
-1,156
445
$335K 0.01%
+3,999
446
$333K 0.01%
1,434
+37
447
$330K 0.01%
4,674
-60
448
$325K 0.01%
+5,482
449
$324K 0.01%
3,889
+338
450
$323K 0.01%
21,993
-1,757
16 17
18
19 20