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
$401M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.44M
3
+$1.35M
4
MATW icon
Matthews International
MATW
+$934K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$638K

Top Sells

1
+$7.51M
2
+$4.4M
3
+$2.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.35M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$640K

Sector Composition

1 Technology 2.1%
2 Financials 0.92%
3 Industrials 0.78%
4 Consumer Discretionary 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.07%
3,937
102
$289K 0.07%
4,248
-100
103
$288K 0.07%
6,796
-40
104
$288K 0.07%
3,264
-117
105
$287K 0.07%
4,143
-2,317
106
$278K 0.07%
2,489
-313
107
$277K 0.07%
2,014
+1
108
$271K 0.07%
5,033
109
$268K 0.07%
9,516
-309
110
$268K 0.07%
+2,612
111
$249K 0.06%
7,678
-800
112
$248K 0.06%
2,106
113
$245K 0.06%
2,789
+52
114
$243K 0.06%
+4,009
115
$242K 0.06%
+5,390
116
$242K 0.06%
1,512
-1,547
117
$240K 0.06%
2,603
+1
118
$236K 0.06%
+5,284
119
$233K 0.06%
4,002
-1,210
120
$225K 0.06%
2,200
-160
121
$220K 0.05%
+14,781
122
$217K 0.05%
+13,131
123
$211K 0.05%
6,145
-3,840
124
$208K 0.05%
+1,249
125
$208K 0.05%
+15,131
2 3 4
5
6