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
$424M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.54M
3
+$2.21M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.39M

Top Sells

1
+$1.87M
2
+$903K
3
+$879K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$779K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$749K

Sector Composition

1 Technology 1.4%
2 Consumer Staples 0.72%
3 Healthcare 0.55%
4 Consumer Discretionary 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$967K 0.23%
26,158
+13,408
52
$953K 0.23%
15,496
53
$934K 0.22%
14,913
+4,988
54
$914K 0.22%
35,302
+8,027
55
$906K 0.21%
35,019
+8,082
56
$894K 0.21%
35,221
+8,119
57
$836K 0.2%
33,922
+8,448
58
$817K 0.19%
33,237
-20,586
59
$780K 0.18%
33,050
+9,040
60
$764K 0.18%
22,490
-6,453
61
$752K 0.18%
6,036
+1,144
62
$735K 0.17%
27,291
-4,419
63
$723K 0.17%
30,740
+10,157
64
$706K 0.17%
15,632
+700
65
$701K 0.17%
9,136
-36
66
$691K 0.16%
19,827
-4,768
67
$677K 0.16%
5,714
68
$640K 0.15%
5,292
+2
69
$632K 0.15%
3,277
+502
70
$631K 0.15%
8,001
+378
71
$580K 0.14%
22,680
+1,340
72
$562K 0.13%
7,555
+1,392
73
$534K 0.13%
7,397
+785
74
$489K 0.12%
14,391
+6,935
75
$473K 0.11%
3,274
+303
1 2
3
4 5