EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.9M 0.39%
41,993
-2,669
52
$8.84M 0.38%
69,311
+14,605
53
$8.76M 0.38%
29,676
+1,872
54
$8.75M 0.38%
77,738
+8,109
55
$8.62M 0.37%
273,905
+27,015
56
$8.39M 0.36%
399,976
+9,134
57
$8.34M 0.36%
42,971
+4,003
58
$8.25M 0.36%
297,100
-21,820
59
$8.04M 0.35%
16,183
-17
60
$8M 0.35%
50,208
+4,387
61
$7.56M 0.33%
220,676
+14,341
62
$7.32M 0.32%
234,197
-6,854
63
$7.05M 0.31%
64,309
-814
64
$7.05M 0.31%
287,412
-3,120
65
$6.96M 0.3%
153,802
-3,307
66
$6.82M 0.3%
200,760
+9,182
67
$6.6M 0.29%
29,257
-3,684
68
$6.57M 0.28%
62,252
+3,700
69
$6.37M 0.28%
123,141
-11,425
70
$6.37M 0.28%
188,880
-710
71
$6.14M 0.27%
82,664
-11,361
72
$6.05M 0.26%
347,736
+17,934
73
$5.98M 0.26%
14,545
-1
74
$5.86M 0.25%
2,383
-15
75
$5.84M 0.25%
203,346
+14,521
1 2
3
4 5