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
$820M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$5.82M
3
+$5.56M
4
INTC icon
Intel
INTC
+$2.93M
5
V icon
Visa
V
+$2.69M

Top Sells

1
+$5.1M
2
+$2.33M
3
+$1.03M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$895K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$892K

Sector Composition

1 Technology 6.15%
2 Financials 2.52%
3 Consumer Discretionary 2.41%
4 Healthcare 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.21%
29,692
+1,702
77
$1.64M 0.2%
76,686
+1,961
78
$1.63M 0.2%
5,470
+103
79
$1.61M 0.2%
12,360
+1,103
80
$1.6M 0.19%
73,922
-23,385
81
$1.56M 0.19%
44,235
-3,313
82
$1.47M 0.18%
54,880
-38,350
83
$1.46M 0.18%
23,880
+8,680
84
$1.43M 0.17%
13,688
-2,034
85
$1.43M 0.17%
28,908
-1,198
86
$1.43M 0.17%
51,784
+43,004
87
$1.42M 0.17%
81,696
+38,944
88
$1.4M 0.17%
6,720
+274
89
$1.4M 0.17%
87,658
+32,970
90
$1.39M 0.17%
50,842
+37,850
91
$1.39M 0.17%
+24,000
92
$1.35M 0.16%
8,150
93
$1.35M 0.16%
11,428
-166
94
$1.32M 0.16%
28,797
+2,261
95
$1.3M 0.16%
7,903
+95
96
$1.3M 0.16%
38,072
-5,729
97
$1.29M 0.16%
34,773
98
$1.26M 0.15%
7,685
+2,166
99
$1.23M 0.15%
28,299
-1,000
100
$1.21M 0.15%
16,202
-815
2 3
4
5 6