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
$766M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.75M
3
+$4.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.28M
5
NFLX icon
Netflix
NFLX
+$3.09M

Top Sells

1
+$1.77M
2
+$774K
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$675K
5
HD icon
Home Depot
HD
+$558K

Sector Composition

1 Technology 5.44%
2 Financials 2.22%
3 Consumer Discretionary 2.17%
4 Industrials 1.84%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.3%
28,988
+887
52
$2.29M 0.3%
35,833
-561
53
$2.17M 0.28%
102,628
-11,489
54
$2.16M 0.28%
101,518
-9,802
55
$2.15M 0.28%
102,195
-10,236
56
$2.12M 0.28%
12,217
+3,159
57
$2.11M 0.28%
97,307
+46,827
58
$2.1M 0.27%
98,301
-2,818
59
$2.1M 0.27%
26,028
+14,765
60
$2.08M 0.27%
12,345
61
$2.07M 0.27%
16,364
+113
62
$2.06M 0.27%
13,163
+2,583
63
$2.05M 0.27%
96,907
-1,824
64
$1.98M 0.26%
+4,228
65
$1.96M 0.26%
72,417
+12,666
66
$1.88M 0.24%
17,130
+1,077
67
$1.8M 0.23%
43,801
+11,409
68
$1.8M 0.23%
13,622
+1,090
69
$1.76M 0.23%
13,470
+7,691
70
$1.75M 0.23%
62,290
+4,128
71
$1.73M 0.23%
81,447
-2,318
72
$1.7M 0.22%
8,170
+1,581
73
$1.68M 0.22%
37,646
+7,120
74
$1.67M 0.22%
8,651
-742
75
$1.66M 0.22%
47,548
-6,711
1 2
3
4 5