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
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.7M
3
+$6.89M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.27M

Top Sells

1
+$3.61M
2
+$2.92M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$1.47M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.33M 0.36%
14,081
-883
52
$6.3M 0.36%
280,200
-807
53
$5.96M 0.34%
25,362
+762
54
$5.89M 0.34%
284,320
+160,920
55
$5.81M 0.33%
13,495
-1,802
56
$5.79M 0.33%
92,680
-2,526
57
$5.58M 0.32%
102,495
-2,991
58
$5.28M 0.3%
86,490
+7,050
59
$5.19M 0.3%
51,564
60
$5.16M 0.29%
132,346
+29,099
61
$5.11M 0.29%
188,222
-3,284
62
$4.95M 0.28%
37,000
-2,500
63
$4.88M 0.28%
117,844
+15,800
64
$4.88M 0.28%
128,496
-9,282
65
$4.85M 0.28%
31,810
+486
66
$4.7M 0.27%
17,208
+4,144
67
$4.57M 0.26%
85,733
+9,742
68
$4.56M 0.26%
44,088
+61
69
$4.48M 0.26%
123,424
+26,166
70
$4.4M 0.25%
27,481
+6,694
71
$4.35M 0.25%
104,779
+2,068
72
$4.35M 0.25%
134,899
+13,106
73
$4.34M 0.25%
13,574
+2,024
74
$4.29M 0.24%
49,275
+205
75
$4.29M 0.24%
43,860
+3,008
1 2
3
4 5