EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.84M
3
+$9.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.22M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$9.15M

Top Sells

1
+$5.06M
2
+$4.48M
3
+$3.25M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.07M
5
AAPL icon
Apple
AAPL
+$2.22M

Sector Composition

1 Technology 7.74%
2 Healthcare 3.02%
3 Consumer Discretionary 2.65%
4 Financials 2.64%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-10,391
477
– –
-1,096
478
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-23,464
479
– –
-277
480
– –
-104,473
481
– –
-1,176
482
– –
-4,967
483
– –
-2,146
484
– –
-2,767
16 17 18 19
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