EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.77M 0.25%
53,593
-4,574
77
$5.67M 0.25%
141,130
+20,255
78
$5.64M 0.24%
17,561
+2,459
79
$5.46M 0.24%
52,189
-5,557
80
$5.29M 0.23%
162,896
-40,809
81
$5.21M 0.23%
30,370
+2,702
82
$5.11M 0.22%
49,307
+4,484
83
$5.04M 0.22%
154,171
+18,873
84
$4.99M 0.22%
24,049
-18
85
$4.97M 0.22%
121,737
-1,871
86
$4.95M 0.21%
49,045
+3,162
87
$4.93M 0.21%
76,900
-2,640
88
$4.9M 0.21%
40,366
-559
89
$4.82M 0.21%
92,109
-5,278
90
$4.58M 0.2%
120,845
+6,308
91
$4.44M 0.19%
333,253
-1,995
92
$4.37M 0.19%
48,316
+3,165
93
$4.29M 0.19%
202,190
+32,563
94
$4.25M 0.18%
45,407
-3,433
95
$4.21M 0.18%
11,189
-2,308
96
$4.17M 0.18%
79,437
+7,040
97
$3.91M 0.17%
8,272
+859
98
$3.9M 0.17%
34,829
+3,933
99
$3.87M 0.17%
151,189
+6,818
100
$3.74M 0.16%
35,947
+8,799
2 3
4
5 6