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
$564M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$1.75M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.55M
5
EW icon
Edwards Lifesciences
EW
+$1.41M

Top Sells

1
+$3.12M
2
+$3.09M
3
+$1.25M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 2.03%
3 Financials 1.84%
4 Healthcare 1.67%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.26%
30,645
-379
52
$1.45M 0.26%
71,899
+12,445
53
$1.43M 0.25%
13,251
-28,893
54
$1.38M 0.24%
18,179
-80
55
$1.32M 0.23%
23,167
-3,782
56
$1.23M 0.22%
14,763
+1,647
57
$1.21M 0.21%
5,650
+398
58
$1.16M 0.21%
29,480
-1,350
59
$1.16M 0.21%
4,926
-8
60
$1.14M 0.2%
25,460
+5,696
61
$1.12M 0.2%
3,840
-2,545
62
$1.12M 0.2%
6,971
63
$1.09M 0.19%
30,540
+6,462
64
$1.05M 0.19%
9,513
+2,397
65
$1.05M 0.19%
31,555
+257
66
$1.05M 0.19%
7,583
+520
67
$1.03M 0.18%
6,293
+890
68
$1.03M 0.18%
24,578
+7,065
69
$981K 0.17%
6,035
+2,095
70
$979K 0.17%
21,003
-150
71
$950K 0.17%
11,208
-37
72
$925K 0.16%
38,099
+101
73
$900K 0.16%
7,981
+163
74
$894K 0.16%
20,465
+569
75
$893K 0.16%
35,554
-385
1 2
3
4 5