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
$564M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$1.75M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.55M
5
EW icon
Edwards Lifesciences
EW
+$1.41M

Top Sells

1
+$3.12M
2
+$3.09M
3
+$1.25M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 2.03%
3 Financials 1.84%
4 Healthcare 1.67%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$664K 0.12%
10,367
-190
102
$629K 0.11%
3,732
+460
103
$623K 0.11%
9,158
-123
104
$597K 0.11%
23,150
+7,729
105
$595K 0.11%
+5,686
106
$582K 0.1%
+10,685
107
$579K 0.1%
+13,479
108
$575K 0.1%
22,671
+1,825
109
$573K 0.1%
3,802
+6
110
$571K 0.1%
4,883
-196
111
$569K 0.1%
3,519
+1,500
112
$548K 0.1%
6,281
+1,055
113
$547K 0.1%
10,690
114
$538K 0.1%
10,429
-168
115
$526K 0.09%
3,229
-245
116
$522K 0.09%
1,935
117
$511K 0.09%
17,333
-3,113
118
$496K 0.09%
+3,567
119
$490K 0.09%
7,227
+4,293
120
$488K 0.09%
5,979
+524
121
$486K 0.09%
6,273
+4
122
$474K 0.08%
8,769
+4,078
123
$467K 0.08%
33,985
+10,500
124
$455K 0.08%
+10,307
125
$455K 0.08%
1,237
+200
3 4
5
6 7