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
$820M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$5.82M
3
+$5.56M
4
INTC icon
Intel
INTC
+$2.93M
5
V icon
Visa
V
+$2.69M

Top Sells

1
+$5.1M
2
+$2.33M
3
+$1.03M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$895K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$892K

Sector Composition

1 Technology 6.15%
2 Financials 2.52%
3 Consumer Discretionary 2.41%
4 Healthcare 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.29%
15,714
+2,551
52
$2.34M 0.28%
82,348
+20,058
53
$2.31M 0.28%
35,864
+31
54
$2.31M 0.28%
74,805
-5,140
55
$2.29M 0.28%
12,148
-2,308
56
$2.27M 0.28%
35,797
-2,865
57
$2.25M 0.27%
12,345
58
$2.22M 0.27%
31,446
+887
59
$2.22M 0.27%
81,020
+8,603
60
$2.19M 0.27%
27,299
-1,689
61
$2.19M 0.27%
103,114
+486
62
$2.17M 0.26%
101,680
+162
63
$2.16M 0.26%
16,699
-1,495
64
$2.14M 0.26%
101,539
-656
65
$2.11M 0.26%
98,245
-56
66
$2.1M 0.25%
16,364
67
$2.05M 0.25%
96,284
-623
68
$2.04M 0.25%
9,479
+1,309
69
$2.01M 0.24%
48,649
+11,003
70
$1.94M 0.23%
4,346
+118
71
$1.93M 0.23%
10,855
+2,204
72
$1.84M 0.22%
14,811
-2,319
73
$1.8M 0.22%
44,789
+10,336
74
$1.76M 0.21%
82,133
+686
75
$1.72M 0.21%
12,379
-1,243
1 2
3
4 5