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
$820M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$5.82M
3
+$5.56M
4
INTC icon
Intel
INTC
+$2.93M
5
V icon
Visa
V
+$2.69M

Top Sells

1
+$5.1M
2
+$2.33M
3
+$1.03M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$895K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$892K

Sector Composition

1 Technology 6.15%
2 Financials 2.52%
3 Consumer Discretionary 2.41%
4 Healthcare 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 0.67%
36,593
-2,346
27
$5.27M 0.64%
195,666
+4,190
28
$5.26M 0.64%
95,097
-1,498
29
$4.92M 0.6%
44,065
-540
30
$4.86M 0.59%
102,630
+31,770
31
$4.79M 0.58%
27,872
+15,655
32
$4.42M 0.54%
49,802
+7,277
33
$4.41M 0.53%
75,234
+6,162
34
$4.36M 0.53%
111,817
+12,776
35
$4.16M 0.5%
40,775
+3,521
36
$4.14M 0.5%
164,639
+23,220
37
$4.13M 0.5%
175,529
+110,426
38
$4.1M 0.5%
14,241
+313
39
$3.69M 0.45%
116,913
-73,770
40
$3.68M 0.45%
77,548
-5,956
41
$3.19M 0.39%
26,917
-2,511
42
$3.07M 0.37%
74,625
+6,624
43
$2.93M 0.35%
9,088
44
$2.84M 0.34%
35,104
+9,076
45
$2.76M 0.33%
98,116
-483
46
$2.69M 0.33%
30,387
+346
47
$2.68M 0.32%
615,640
+19,480
48
$2.52M 0.31%
19,591
+6,121
49
$2.51M 0.3%
+13,680
50
$2.5M 0.3%
21,526
-265
1
2
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