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
$381M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.06M
3
+$987K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$545K
5
SBUX icon
Starbucks
SBUX
+$400K

Top Sells

1
+$20.3M
2
+$10.9M
3
+$3.79M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.27M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.22M

Sector Composition

1 Technology 1.62%
2 Financials 0.61%
3 Consumer Discretionary 0.56%
4 Energy 0.46%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.49%
86,722
+328
27
$1.82M 0.48%
82,751
-8,878
28
$1.78M 0.47%
16,750
29
$1.61M 0.42%
7,629
-2,248
30
$1.54M 0.41%
55,070
-11,700
31
$1.52M 0.4%
49,429
-1,130
32
$1.52M 0.4%
46,241
-540
33
$1.45M 0.38%
12,859
-1,845
34
$1.39M 0.37%
64,714
-751
35
$1.39M 0.37%
64,639
+1,246
36
$1.38M 0.36%
28,501
+4,005
37
$1.31M 0.34%
20,282
+133
38
$1.23M 0.32%
21,472
+7,001
39
$1.17M 0.31%
20,206
-155
40
$1.14M 0.3%
23,018
41
$1.13M 0.3%
5,409
-488
42
$1.11M 0.29%
31,941
-1,200
43
$1.08M 0.28%
10,878
-1,725
44
$1.06M 0.28%
13,039
-1,185
45
$1.05M 0.28%
14,712
-1,100
46
$1.02M 0.27%
19,208
-3,354
47
$996K 0.26%
9,498
-1,330
48
$969K 0.25%
17,926
-7,465
49
$926K 0.24%
10,899
+1,388
50
$903K 0.24%
35,014
-659
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