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
$424M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.54M
3
+$2.21M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.39M

Top Sells

1
+$1.87M
2
+$903K
3
+$879K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$779K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$749K

Sector Composition

1 Technology 1.4%
2 Consumer Staples 0.72%
3 Healthcare 0.55%
4 Consumer Discretionary 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.06%
5,259
-371
102
$246K 0.06%
6,460
103
$237K 0.06%
+8,290
104
$236K 0.06%
+2,400
105
$236K 0.06%
+5,419
106
$233K 0.06%
7,047
-2,817
107
$227K 0.05%
6,771
-4,319
108
$225K 0.05%
2,930
-150
109
$225K 0.05%
4,648
110
$223K 0.05%
+3,895
111
$205K 0.05%
+5,894
112
$168K 0.04%
20,000
113
– –
-1,650
114
– –
-3,534
115
– –
-19,654
116
– –
-4,900
117
– –
-3,784
118
– –
-2,044
119
– –
-2,671
120
– –
-30,855
1 2 3 4
5