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
$401M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.44M
3
+$1.35M
4
MATW icon
Matthews International
MATW
+$934K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$638K

Top Sells

1
+$7.51M
2
+$4.4M
3
+$2.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.35M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$640K

Sector Composition

1 Technology 2.1%
2 Financials 0.92%
3 Industrials 0.78%
4 Consumer Discretionary 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$206K 0.05%
+5,070
127
$204K 0.05%
+2,292
128
$178K 0.04%
22,200
129
$134K 0.03%
+5,590
130
– –
-5,658
131
– –
-4,196
132
– –
-1
133
– –
-5,535
134
– –
-15,415
135
– –
-1,953
136
– –
-6,605
137
– –
-3,120
138
– –
-2,047
139
– –
-1,813
2 3 4 5
6