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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
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$9.26M
3
+$7.02M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.4M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.28M

Top Sells

1
+$2.99M
2
+$2.96M
3
+$1.76M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.32M
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
476
– –
-2,545
477
– –
-6,095
478
– –
-3,378
479
– –
-500
480
– –
-71,702
481
– –
-13,553
482
– –
-165,611
483
– –
-8,359
484
– –
-1,734
485
– –
-1,703
486
– –
-10,533
487
– –
-10,715
16 17 18 19
20