EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.69M 0.16%
188,992
+17,407
102
$3.68M 0.16%
60,418
+1,831
103
$3.66M 0.16%
140,395
-353
104
$3.63M 0.16%
154,950
-7,598
105
$3.62M 0.16%
25,272
+1,460
106
$3.46M 0.15%
121,315
+3,786
107
$3.4M 0.15%
64,938
+347
108
$3.36M 0.15%
16,424
+1,640
109
$3.15M 0.14%
11,249
-908
110
$3.08M 0.13%
30,959
+2,742
111
$3.08M 0.13%
20,686
-688
112
$3.05M 0.13%
56,327
+7,623
113
$3.01M 0.13%
268,930
-95,048
114
$2.92M 0.13%
31,156
+568
115
$2.78M 0.12%
56,368
+9,176
116
$2.77M 0.12%
33,733
-5,114
117
$2.76M 0.12%
38,066
-2,890
118
$2.68M 0.12%
60,384
+1,892
119
$2.58M 0.11%
48,038
-658
120
$2.54M 0.11%
120,658
+18,128
121
$2.54M 0.11%
123,360
+20,090
122
$2.53M 0.11%
124,874
+20,553
123
$2.52M 0.11%
18,761
-269
124
$2.45M 0.11%
17,907
-2,822
125
$2.44M 0.11%
22,199
+920
3 4
5
6 7