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
$424M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.54M
3
+$2.21M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.39M

Top Sells

1
+$1.87M
2
+$903K
3
+$879K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$779K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$749K

Sector Composition

1 Technology 1.4%
2 Consumer Staples 0.72%
3 Healthcare 0.55%
4 Consumer Discretionary 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.5%
84,839
+30,004
27
$2.12M 0.5%
99,921
-8,446
28
$2.06M 0.49%
97,551
-8,501
29
$2.05M 0.48%
40,217
-4,246
30
$1.94M 0.46%
70,296
+21,908
31
$1.88M 0.44%
88,297
-8,140
32
$1.88M 0.44%
38,535
+8,551
33
$1.83M 0.43%
101,841
+77,232
34
$1.75M 0.41%
33,047
+6,849
35
$1.68M 0.4%
31,956
+6,500
36
$1.66M 0.39%
15,142
-18
37
$1.63M 0.39%
28,490
-4,413
38
$1.55M 0.37%
74,315
-2,196
39
$1.48M 0.35%
49,165
+9,452
40
$1.47M 0.35%
28,810
-9,620
41
$1.41M 0.33%
103,274
-12,594
42
$1.38M 0.33%
29,153
-652
43
$1.36M 0.32%
15,741
-307
44
$1.31M 0.31%
27,498
-25
45
$1.23M 0.29%
22,274
+664
46
$1.19M 0.28%
14,820
-234
47
$1.18M 0.28%
16,914
+1,571
48
$1.1M 0.26%
18,019
-5,565
49
$1.1M 0.26%
36,063
+20,936
50
$1.08M 0.25%
5,633
+52
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