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
$766M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.75M
3
+$4.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.28M
5
NFLX icon
Netflix
NFLX
+$3.09M

Top Sells

1
+$1.77M
2
+$774K
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$675K
5
HD icon
Home Depot
HD
+$558K

Sector Composition

1 Technology 5.44%
2 Financials 2.22%
3 Consumer Discretionary 2.17%
4 Industrials 1.84%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 0.66%
96,595
-33,822
27
$5.05M 0.66%
13,864
-893
28
$4.95M 0.64%
44,605
+10,526
29
$4.08M 0.53%
69,072
+2,643
30
$3.94M 0.51%
83,504
-4,055
31
$3.92M 0.51%
37,254
+745
32
$3.9M 0.51%
99,041
+25,425
33
$3.72M 0.48%
42,525
+9,294
34
$3.71M 0.48%
141,419
+30,733
35
$3.68M 0.48%
13,928
+2,660
36
$3.66M 0.48%
29,428
+3,408
37
$3.42M 0.45%
93,230
+83,980
38
$3.41M 0.44%
70,860
+34,916
39
$2.92M 0.38%
98,599
+750
40
$2.84M 0.37%
68,001
+1,143
41
$2.7M 0.35%
14,456
+2,303
42
$2.53M 0.33%
18,194
+7,595
43
$2.52M 0.33%
52,730
+9,896
44
$2.52M 0.33%
30,041
+1,847
45
$2.52M 0.33%
21,791
-370
46
$2.51M 0.33%
38,662
+1,982
47
$2.49M 0.32%
9,088
48
$2.46M 0.32%
79,945
-6,953
49
$2.45M 0.32%
596,160
+495,040
50
$2.34M 0.31%
30,559
+3,297
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