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
$381M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.06M
3
+$987K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$545K
5
SBUX icon
Starbucks
SBUX
+$400K

Top Sells

1
+$20.3M
2
+$10.9M
3
+$3.79M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.27M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.22M

Sector Composition

1 Technology 1.62%
2 Financials 0.61%
3 Consumer Discretionary 0.56%
4 Energy 0.46%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.1%
2,543
+83
77
$397K 0.1%
9,846
78
$372K 0.1%
28,011
-1,835
79
$371K 0.1%
4,443
-168
80
$361K 0.09%
3,689
+37
81
$353K 0.09%
4,193
-475
82
$352K 0.09%
6,268
+990
83
$346K 0.09%
13,901
84
$345K 0.09%
2,848
+94
85
$328K 0.09%
9,273
+114
86
$326K 0.09%
2,229
-248
87
$312K 0.08%
+5,376
88
$312K 0.08%
6,876
-316
89
$304K 0.08%
5,504
+180
90
$282K 0.07%
9,838
+106
91
$278K 0.07%
9,984
+105
92
$276K 0.07%
2,565
-256
93
$267K 0.07%
3,937
94
$263K 0.07%
+8,790
95
$258K 0.07%
6,558
-3,537
96
$250K 0.07%
7,649
+623
97
$249K 0.07%
+2,366
98
$241K 0.06%
1,660
-626
99
$239K 0.06%
14,154
-3,055
100
$237K 0.06%
2,076
1 2 3
4
5