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
$588M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.91M
3
+$4.39M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$3.5M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.33M

Top Sells

1
+$2.08M
2
+$1.08M
3
+$893K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$829K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$600K

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 1.94%
3 Financials 1.77%
4 Industrials 1.2%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$937K 0.16%
39,654
+1,555
77
$936K 0.16%
6,971
78
$919K 0.16%
9,378
-135
79
$900K 0.15%
6,863
+570
80
$857K 0.15%
3,406
-434
81
$855K 0.15%
23,780
-5,700
82
$854K 0.15%
20,841
-4,619
83
$847K 0.14%
+16,400
84
$846K 0.14%
10,766
-44
85
$832K 0.14%
4,273
+747
86
$832K 0.14%
11,227
+19
87
$813K 0.14%
13,452
+9,422
88
$799K 0.14%
19,907
-558
89
$789K 0.13%
33,666
-2,127
90
$783K 0.13%
7,352
+944
91
$776K 0.13%
8,160
+4,490
92
$774K 0.13%
32,728
-1,822
93
$765K 0.13%
5,519
+2,000
94
$754K 0.13%
10,347
-62
95
$744K 0.13%
12,660
+3,502
96
$744K 0.13%
14,580
-21,180
97
$742K 0.13%
31,960
-2,160
98
$733K 0.12%
6,993
+701
99
$715K 0.12%
+36,200
100
$711K 0.12%
17,506
+1,835
2 3
4
5 6