EWM

Empirical Wealth Management Portfolio holdings

AUM $3.88B
This Quarter Return
-0.53%
1 Year Return
+7.43%
3 Year Return
+23.17%
5 Year Return
+77.12%
10 Year Return
+82.42%
AUM
$3.88B
AUM Growth
+$200M
Cap. Flow
+$249M
Cap. Flow %
6.42%
Top 10 Hldgs %
35.88%
Holding
719
New
110
Increased
284
Reduced
214
Closed
73

Top Buys

1
$21.7M
2
$16.6M
3
$16.1M
4
$15.7M
5
$15.5M

Top Sells

1
$14.3M
2
$11.5M
3
$11.2M
4
$11M
5
$10.2M

Sector Composition

1Technology13.19%
2Financials4.14%
3Communication Services2.97%
4Consumer Discretionary2.74%
5Consumer Staples2.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$315K0.01% 2,120––
$315K0.01% 2,130
+620
+41%
+$91.6K
$312K0.01%
+24,497
 New
+$312K
$311K0.01%
+6,618
 New
+$311K
$310K0.01% 468
+66
+16%
+$43.7K
$310K0.01%
+7,229
 New
+$310K
$309K0.01% 8,165
-1,782
-18%
-$67.5K
$308K0.01%
+3,812
 New
+$308K
$307K0.01% 1,665
+388
+30%
+$71.4K
$306K0.01%
+3,025
 New
+$306K
$305K0.01% 5,226
+422
+9%
+$24.6K
$304K0.01%
+2,416
 New
+$304K
$301K0.01%
+6,658
 New
+$301K
$300K0.01% 2,870
-516
-15%
-$53.9K
$298K0.01%
+4,966
 New
+$298K
$297K0.01% 3,787
-114
-3%
-$8.94K
$296K0.01% 4,974
+1,287
+35%
+$76.6K
$295K0.01% 4,327
-32
-0.7%
-$2.18K
$294K0.01% 2,352
-25,021
-91%
-$3.13M
$293K0.01% 150
-9
-6%
-$17.6K
$288K0.01% 2,380
-1,369
-37%
-$166K
$288K0.01% 2,885
-1,293
-31%
-$129K
$287K0.01% 1,352
+123
+10%
+$26.1K
$286K0.01% 7,545
-3,330
-31%
-$126K
$284K0.01% 1,222
-21
-2%
-$4.89K
1 192021222329