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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$12.4M
3
+$6.88M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$5.01M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.36M

Top Sells

1
+$3.53M
2
+$3.01M
3
+$2.63M
4
LOGI icon
Logitech
LOGI
+$1.75M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-6,707
477
– –
-8,482
478
– –
-8,878
479
– –
-7,755
480
– –
-543
481
– –
-22,473
482
– –
-11,600
483
– –
-10,014
484
– –
-7,337
485
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-6,403
486
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-1,084
487
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-8,762
488
– –
-20
489
– –
-1,611
490
– –
-8,259
491
– –
-1,690
16 17 18 19
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