EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$9.6M
2
+$9.26M
3
+$7.02M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.4M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.28M

Top Sells

1
+$2.99M
2
+$2.96M
3
+$1.76M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.32M
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
451
$175K 0.01%
10,268
+915
452
$164K 0.01%
17,819
+5,295
453
$129K 0.01%
10,753
-600
454
$76.6K ﹤0.01%
17,580
455
$46.5K ﹤0.01%
10,000
456
$31.8K ﹤0.01%
21,800
457
$20.7K ﹤0.01%
25
458
$11.1K ﹤0.01%
+703
459
$10.3K ﹤0.01%
15,000
460
$9.37K ﹤0.01%
+12,385
461
$9.2K ﹤0.01%
775
+50
462
$8.75K ﹤0.01%
40
463
– –
-3,523
464
– –
-8,359
465
– –
-1,734
466
– –
-1,703
467
– –
-10,533
468
– –
-2,437
469
– –
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470
– –
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471
– –
-1,371
472
– –
-2,545
473
– –
-6,095
474
– –
-3,378
475
– –
-500
16 17 18
19
20