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
$766M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.75M
3
+$4.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.28M
5
NFLX icon
Netflix
NFLX
+$3.09M

Top Sells

1
+$1.77M
2
+$774K
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$675K
5
HD icon
Home Depot
HD
+$558K

Sector Composition

1 Technology 5.44%
2 Financials 2.22%
3 Consumer Discretionary 2.17%
4 Industrials 1.84%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.21%
30,106
+10,914
77
$1.64M 0.21%
65,103
+21,183
78
$1.61M 0.21%
27,990
+697
79
$1.58M 0.21%
5,367
-20
80
$1.58M 0.21%
74,725
-2,129
81
$1.57M 0.2%
11,257
+1,372
82
$1.55M 0.2%
15,722
-508
83
$1.51M 0.2%
5,620
+4,564
84
$1.47M 0.19%
34,453
+6,494
85
$1.46M 0.19%
11,594
+3,952
86
$1.37M 0.18%
6,446
+2,268
87
$1.34M 0.18%
29,299
88
$1.33M 0.17%
8,150
+1,461
89
$1.28M 0.17%
7,808
-2,217
90
$1.28M 0.17%
17,017
-405
91
$1.25M 0.16%
106,656
+12,714
92
$1.22M 0.16%
34,773
93
$1.2M 0.16%
26,536
+5,791
94
$1.16M 0.15%
45,673
+17,073
95
$1.06M 0.14%
23,792
+3,803
96
$1.06M 0.14%
5,113
-2,686
97
$1.04M 0.14%
21,001
98
$1.04M 0.14%
15,852
+2,462
99
$993K 0.13%
11,828
-314
100
$990K 0.13%
18,534
+2,134
2 3
4
5 6