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
$381M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.06M
3
+$987K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$545K
5
SBUX icon
Starbucks
SBUX
+$400K

Top Sells

1
+$20.3M
2
+$10.9M
3
+$3.79M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.27M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.22M

Sector Composition

1 Technology 1.62%
2 Financials 0.61%
3 Consumer Discretionary 0.56%
4 Energy 0.46%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.06%
5,148
-2,871
102
$222K 0.06%
+1,706
103
$222K 0.06%
+2,765
104
$212K 0.06%
2,005
105
$187K 0.05%
20,000
106
$106K 0.03%
+13,000
107
$95K 0.02%
+30,500
108
– –
-1
109
– –
-9,701
110
– –
-12,493
111
– –
-6,460
1 2 3 4
5