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
$588M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.91M
3
+$4.39M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$3.5M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.33M

Top Sells

1
+$2.08M
2
+$1.08M
3
+$893K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$829K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$600K

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 1.94%
3 Financials 1.77%
4 Industrials 1.2%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.28%
82,533
+10,634
52
$1.62M 0.27%
12,345
53
$1.57M 0.27%
24,376
+1,209
54
$1.54M 0.26%
57,960
-10,108
55
$1.49M 0.25%
31,709
+1,064
56
$1.45M 0.25%
43,779
+12,224
57
$1.43M 0.24%
27,557
+3,880
58
$1.39M 0.24%
16,163
-1,246
59
$1.38M 0.23%
10,686
+3,103
60
$1.36M 0.23%
10,323
+4,288
61
$1.32M 0.22%
36,669
-1,000
62
$1.28M 0.22%
13,897
-866
63
$1.23M 0.21%
50,134
-6,430
64
$1.22M 0.21%
9,241
+7,169
65
$1.2M 0.2%
18,357
+178
66
$1.2M 0.2%
28,886
+4,308
67
$1.18M 0.2%
6,887
+5,072
68
$1.17M 0.2%
+7,768
69
$1.15M 0.2%
6,478
+1,354
70
$1.03M 0.18%
103,344
+83,598
71
$1.02M 0.17%
9,316
+4,433
72
$1.01M 0.17%
9,681
-3,570
73
$997K 0.17%
21,001
-2
74
$971K 0.16%
25,489
+6,561
75
$950K 0.16%
41,599
+14,053
1 2
3
4 5