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
$820M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$5.82M
3
+$5.56M
4
INTC icon
Intel
INTC
+$2.93M
5
V icon
Visa
V
+$2.69M

Top Sells

1
+$5.1M
2
+$2.33M
3
+$1.03M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$895K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$892K

Sector Composition

1 Technology 6.15%
2 Financials 2.52%
3 Consumer Discretionary 2.41%
4 Healthcare 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.15%
102,228
-4,428
102
$1.17M 0.14%
5,026
-87
103
$1.16M 0.14%
4,262
-1,358
104
$1.15M 0.14%
26,537
+2,745
105
$1.12M 0.14%
10,899
+1,170
106
$1.11M 0.13%
8,747
+3,302
107
$1.09M 0.13%
11,563
-265
108
$1.08M 0.13%
9,017
+472
109
$1.06M 0.13%
17,440
+2,400
110
$1.06M 0.13%
5,472
+966
111
$1.06M 0.13%
21,001
112
$1.02M 0.12%
15,677
-175
113
$957K 0.12%
41,000
114
$953K 0.12%
15,693
+10,284
115
$941K 0.11%
13,191
116
$941K 0.11%
32,916
-12,757
117
$927K 0.11%
8,189
+2,763
118
$919K 0.11%
12,543
-465
119
$913K 0.11%
31,500
120
$908K 0.11%
9,069
121
$880K 0.11%
16,400
-2,134
122
$843K 0.1%
10,077
+5,560
123
$839K 0.1%
5,199
-235
124
$835K 0.1%
7,097
-966
125
$813K 0.1%
10,445
+1,715
3 4
5
6 7