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
$564M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$1.75M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.55M
5
EW icon
Edwards Lifesciences
EW
+$1.41M

Top Sells

1
+$3.12M
2
+$3.09M
3
+$1.25M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 2.03%
3 Financials 1.84%
4 Healthcare 1.67%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$871K 0.15%
35,793
+8
77
$866K 0.15%
12,171
+673
78
$857K 0.15%
5,124
-89
79
$856K 0.15%
34,550
+98
80
$844K 0.15%
10,810
+4,097
81
$841K 0.15%
34,120
+147
82
$826K 0.15%
16,971
+10,042
83
$810K 0.14%
12,000
84
$789K 0.14%
41,436
+16,748
85
$786K 0.14%
15,671
86
$776K 0.14%
18,928
-5,007
87
$768K 0.14%
5,316
+857
88
$761K 0.13%
6,292
+2,944
89
$760K 0.13%
12,740
-180
90
$755K 0.13%
2,836
+1,079
91
$731K 0.13%
3,526
-47
92
$722K 0.13%
6,398
+257
93
$711K 0.13%
2,690
+493
94
$705K 0.13%
10,409
+3,543
95
$695K 0.12%
11,520
-320
96
$690K 0.12%
27,546
-30,512
97
$690K 0.12%
41,138
-2,752
98
$688K 0.12%
11,402
+616
99
$676K 0.12%
6,408
-190
100
$674K 0.12%
25,706
-106
2 3
4
5 6