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
$401M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.44M
3
+$1.35M
4
MATW icon
Matthews International
MATW
+$934K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$638K

Top Sells

1
+$7.51M
2
+$4.4M
3
+$2.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.35M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$640K

Sector Composition

1 Technology 2.1%
2 Financials 0.92%
3 Industrials 0.78%
4 Consumer Discretionary 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$580K 0.14%
14,210
+391
77
$576K 0.14%
10,488
+3,958
78
$552K 0.14%
5,458
-995
79
$542K 0.14%
3,066
-1,962
80
$520K 0.13%
10,754
+1,465
81
$518K 0.13%
4,214
+1,005
82
$514K 0.13%
16,415
-6,805
83
$508K 0.13%
4,480
-739
84
$502K 0.13%
+16,581
85
$499K 0.12%
3,042
-150
86
$487K 0.12%
10,739
-8
87
$478K 0.12%
3,364
+429
88
$448K 0.11%
5,461
-571
89
$405K 0.1%
23,485
90
$404K 0.1%
11,387
-460
91
$396K 0.1%
3,217
-67
92
$391K 0.1%
12,448
-2,708
93
$380K 0.09%
2,280
-23
94
$377K 0.09%
+9,100
95
$346K 0.09%
13,901
96
$344K 0.09%
23,044
-7,888
97
$343K 0.09%
8,080
+2,860
98
$330K 0.08%
5,929
99
$326K 0.08%
13,812
-18,077
100
$326K 0.08%
6,914
-314
2 3
4
5 6