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
$766M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.75M
3
+$4.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.28M
5
NFLX icon
Netflix
NFLX
+$3.09M

Top Sells

1
+$1.77M
2
+$774K
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$675K
5
HD icon
Home Depot
HD
+$558K

Sector Composition

1 Technology 5.44%
2 Financials 2.22%
3 Consumer Discretionary 2.17%
4 Industrials 1.84%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$984K 0.13%
8,545
-283
102
$957K 0.12%
31,500
-25,000
103
$917K 0.12%
13,191
104
$912K 0.12%
9,069
-653
105
$912K 0.12%
41,000
106
$910K 0.12%
9,729
+1,542
107
$901K 0.12%
8,063
-328
108
$898K 0.12%
5,434
+1,686
109
$898K 0.12%
5,519
110
$877K 0.11%
54,688
+22,542
111
$830K 0.11%
4,506
-309
112
$821K 0.11%
15,200
-860
113
$814K 0.11%
15,040
-1,960
114
$801K 0.1%
13,008
-1,572
115
$770K 0.1%
7,222
+1,161
116
$768K 0.1%
32,083
-4,671
117
$764K 0.1%
42,752
+5,100
118
$731K 0.1%
12,000
119
$729K 0.1%
7,256
-490
120
$729K 0.1%
12,797
+1,896
121
$703K 0.09%
11,522
-118
122
$703K 0.09%
14,940
+3,740
123
$693K 0.09%
14,633
+1,949
124
$685K 0.09%
+5,445
125
$683K 0.09%
8,730
+3,416
3 4
5
6 7