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
451
$12.4K ﹤0.01%
125
452
$9.59K ﹤0.01%
15,000
453
$7.34K ﹤0.01%
725
454
$7.32K ﹤0.01%
500
455
$5.38K ﹤0.01%
1,000
456
– –
-4,967
457
– –
-2,146
458
– –
-2,767
459
– –
-16,954
460
– –
-2,250
461
– –
-43,981
462
– –
-1,293
463
– –
-277
464
– –
-7,230
465
– –
-6,640
466
– –
-1,284
467
– –
-215
468
– –
-2,238
469
– –
-4,102
470
– –
-5,289
471
– –
-12,465
472
– –
-10,300
473
– –
-10,492
474
– –
-923
475
– –
-4,222
16 17 18
19
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