EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.7M 0.9%
812,996
-18,110
27
$18.9M 0.82%
262,446
+4,703
28
$15.8M 0.69%
990,103
+56,839
29
$15.6M 0.67%
82,092
+3,965
30
$15.3M 0.66%
289,981
+15,543
31
$14.4M 0.62%
677,923
-16,682
32
$12.6M 0.55%
120,320
-7,546
33
$12.1M 0.53%
74,392
+3,093
34
$11.9M 0.52%
251,205
-21,679
35
$11.9M 0.52%
175,916
+1,960
36
$11.9M 0.52%
736,794
+45,372
37
$11.8M 0.51%
63,400
-1,264
38
$11.8M 0.51%
114,419
-18,209
39
$11.3M 0.49%
2,027
+93
40
$10.9M 0.47%
270,408
-3,331
41
$10.7M 0.46%
68,800
+602
42
$10.5M 0.46%
258,704
+2,649
43
$10.4M 0.45%
475,341
+14,001
44
$10.4M 0.45%
50,816
+2,425
45
$10.1M 0.44%
26,100
+497
46
$9.88M 0.43%
289,860
+11,515
47
$9.84M 0.43%
194,285
+1,822
48
$9.74M 0.42%
388,947
+23,343
49
$9.7M 0.42%
330,309
+48,566
50
$9.1M 0.39%
307,028
-101,403
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