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
$401M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.44M
3
+$1.35M
4
MATW icon
Matthews International
MATW
+$934K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$638K

Top Sells

1
+$7.51M
2
+$4.4M
3
+$2.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.35M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$640K

Sector Composition

1 Technology 2.1%
2 Financials 0.92%
3 Industrials 0.78%
4 Consumer Discretionary 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.5%
95,403
-6,191
27
$2M 0.5%
88,345
-8,994
28
$1.94M 0.48%
90,462
-8,066
29
$1.81M 0.45%
65,194
-4,644
30
$1.78M 0.44%
33,373
+2,666
31
$1.73M 0.43%
81,730
+6,280
32
$1.52M 0.38%
28,066
-305
33
$1.47M 0.37%
69,737
-5,781
34
$1.43M 0.36%
39,666
-15,746
35
$1.38M 0.34%
36,348
+6,195
36
$1.36M 0.34%
14,765
-920
37
$1.35M 0.34%
+65,137
38
$1.28M 0.32%
28,800
+9,760
39
$1.25M 0.31%
19,123
-908
40
$1.2M 0.3%
5,098
+447
41
$1.17M 0.29%
10,804
-1,041
42
$1.12M 0.28%
4,735
-35
43
$1.12M 0.28%
19,199
-4,038
44
$1.12M 0.28%
10,432
-315
45
$1.11M 0.28%
41,139
+2,091
46
$1.06M 0.27%
20,248
-440
47
$992K 0.25%
21,153
-1,520
48
$934K 0.23%
+13,806
49
$923K 0.23%
9,677
-834
50
$886K 0.22%
25,970
-7,952
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