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
$564M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$1.75M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.55M
5
EW icon
Edwards Lifesciences
EW
+$1.41M

Top Sells

1
+$3.12M
2
+$3.09M
3
+$1.25M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 2.03%
3 Financials 1.84%
4 Healthcare 1.67%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.45%
23,051
+985
27
$2.46M 0.44%
9,966
28
$2.36M 0.42%
37,909
-988
29
$2.36M 0.42%
78,110
+17,027
30
$2.35M 0.42%
12,644
+1,599
31
$2.22M 0.39%
26,109
+1,646
32
$2.11M 0.37%
100,249
+13,636
33
$2.08M 0.37%
98,500
+11,330
34
$2.08M 0.37%
98,683
+13,447
35
$2.08M 0.37%
35,760
+24,381
36
$1.9M 0.34%
91,762
+13,868
37
$1.89M 0.34%
17,105
+52
38
$1.85M 0.33%
89,800
+13,645
39
$1.84M 0.33%
48,512
+3,240
40
$1.84M 0.33%
68,068
+6,860
41
$1.83M 0.32%
17,177
42
$1.8M 0.32%
31,973
-3,208
43
$1.76M 0.31%
14,424
-752
44
$1.75M 0.31%
4,702
-237
45
$1.68M 0.3%
56,564
+2,514
46
$1.64M 0.29%
37,669
-1,370
47
$1.62M 0.29%
17,409
+515
48
$1.57M 0.28%
12,345
49
$1.48M 0.26%
23,677
-3,821
50
$1.46M 0.26%
72,183
+12,618
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