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
$401M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.44M
3
+$1.35M
4
MATW icon
Matthews International
MATW
+$934K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$638K

Top Sells

1
+$7.51M
2
+$4.4M
3
+$2.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.35M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$640K

Sector Composition

1 Technology 2.1%
2 Financials 0.92%
3 Industrials 0.78%
4 Consumer Discretionary 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$883K 0.22%
6,179
-643
52
$847K 0.21%
34,595
-12,325
53
$809K 0.2%
31,931
-13,169
54
$802K 0.2%
12,253
+928
55
$802K 0.2%
32,554
-10,428
56
$788K 0.2%
14,586
+6,471
57
$770K 0.19%
30,797
-11,465
58
$763K 0.19%
30,151
+22,059
59
$756K 0.19%
8,412
-1,520
60
$756K 0.19%
24,705
-12,597
61
$726K 0.18%
12,528
-350
62
$719K 0.18%
36,811
+6,741
63
$687K 0.17%
26,727
-14,836
64
$668K 0.17%
7,795
-350
65
$666K 0.17%
7,408
-260
66
$655K 0.16%
12,727
67
$648K 0.16%
28,300
-750
68
$642K 0.16%
8,053
-3,777
69
$642K 0.16%
6,175
-290
70
$641K 0.16%
4,840
71
$638K 0.16%
+12,000
72
$619K 0.15%
18,820
-1,200
73
$615K 0.15%
3,665
-78
74
$603K 0.15%
4,843
+711
75
$585K 0.15%
9,394
-1,430
1 2
3
4 5