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
$424M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.54M
3
+$2.21M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.39M

Top Sells

1
+$1.87M
2
+$903K
3
+$879K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$779K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$749K

Sector Composition

1 Technology 1.4%
2 Consumer Staples 0.72%
3 Healthcare 0.55%
4 Consumer Discretionary 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$469K 0.11%
4,590
+556
77
$459K 0.11%
8,077
+1,230
78
$444K 0.1%
3,823
79
$436K 0.1%
20,757
+3,123
80
$424K 0.1%
3,067
81
$423K 0.1%
27,159
-520
82
$398K 0.09%
9,707
83
$378K 0.09%
9,412
+2
84
$361K 0.09%
6,094
+175
85
$347K 0.08%
2,646
+115
86
$346K 0.08%
13,901
87
$339K 0.08%
4,139
+25
88
$339K 0.08%
6,136
+838
89
$314K 0.07%
4,512
90
$313K 0.07%
1,053
91
$305K 0.07%
3,272
+104
92
$305K 0.07%
6,482
-20
93
$300K 0.07%
5,380
94
$298K 0.07%
+3,320
95
$292K 0.07%
2,108
-361
96
$291K 0.07%
8,390
-6,463
97
$284K 0.07%
2,893
+145
98
$277K 0.07%
2,725
-137
99
$274K 0.06%
5,150
+36
100
$268K 0.06%
+4,010
1 2 3
4
5