EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.55B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$12.2M
3
+$9.79M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$7.28M
5
NFLX icon
Netflix
NFLX
+$7.24M

Top Sells

1
+$50M
2
+$19.3M
3
+$8.82M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$5.32M
5
DELL icon
Dell
DELL
+$3.79M

Sector Composition

1 Technology 11.63%
2 Consumer Discretionary 3.7%
3 Healthcare 3.35%
4 Communication Services 3.02%
5 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$240K 0.01%
7,582
502
$239K 0.01%
2,133
503
$238K 0.01%
+1,747
504
$237K 0.01%
1,301
-128
505
$235K 0.01%
+4,400
506
$235K 0.01%
+4,235
507
$234K 0.01%
2,564
-1,856
508
$231K 0.01%
+15,755
509
$229K 0.01%
14,539
510
$227K 0.01%
4,230
-5,755
511
$227K 0.01%
8,236
-1,650
512
$227K 0.01%
2,731
-184
513
$227K 0.01%
19,577
+8,791
514
$225K 0.01%
4,280
515
$225K 0.01%
8,902
-6,170
516
$224K 0.01%
+6,208
517
$224K 0.01%
3,830
518
$224K 0.01%
3,112
-924
519
$223K 0.01%
21,773
520
$222K 0.01%
+744
521
$221K 0.01%
+640
522
$221K 0.01%
+2,912
523
$218K 0.01%
1,234
524
$218K 0.01%
+3,059
525
$218K 0.01%
2,300
19 20
21
22 23