EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
-1.09%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$3.68B
AUM Growth
+$128M
(+3.6%)
Cap. Flow
+$201M
Cap. Flow
% of AUM
5.46%
Top 10 Holdings %
Top 10 Hldgs %
36.21%
Holding
624
New
59
Increased
359
Reduced
136
Closed
15
Top Buys
Top Sells
| 1 |
Netflix
NFLX
|
$5.03M |
| 2 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$2.96M |
| 3 |
Invesco S&P 500 BuyWrite ETF
PBP
|
$1.88M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.66M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$1.58M |
Sector Composition
| 1 | Technology | 12.78% |
| 2 | Consumer Discretionary | 3.89% |
| 3 | Healthcare | 3.19% |
| 4 | Financials | 3.18% |
| 5 | Communication Services | 3.17% |
