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
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.7M
3
+$6.89M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.27M

Top Sells

1
+$3.61M
2
+$2.92M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$1.47M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.36M 0.13%
1,389
+143
102
$2.35M 0.13%
31,527
+170
103
$2.32M 0.13%
7,990
-4,985
104
$2.23M 0.13%
61,093
-6,546
105
$2.23M 0.13%
96,773
106
$2.22M 0.13%
10,092
+594
107
$2.21M 0.13%
37,251
-2,257
108
$2.21M 0.13%
101,987
+915
109
$2.2M 0.13%
9,116
-783
110
$2.18M 0.12%
101,224
+610
111
$2.14M 0.12%
101,296
-1,335
112
$2.13M 0.12%
5,410
+550
113
$2.13M 0.12%
96,109
+1,213
114
$2.12M 0.12%
16,589
-729
115
$2.09M 0.12%
14,374
-103
116
$2.08M 0.12%
93,571
+188
117
$2.06M 0.12%
20,332
-2,941
118
$2.05M 0.12%
12,139
+1,270
119
$2M 0.11%
17,664
-384
120
$1.94M 0.11%
12,345
121
$1.9M 0.11%
23,184
+2,680
122
$1.82M 0.1%
30,059
-950
123
$1.82M 0.1%
104,916
-5,778
124
$1.8M 0.1%
78,682
-254
125
$1.77M 0.1%
2,933
+563
3 4
5
6 7