EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
This Quarter Return
+1.7%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$433M
AUM Growth
+$433M
(+5.5%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
67.94%
Holding
141
New
11
Increased
66
Reduced
42
Closed
2
Top Buys
Top Sells
| 1 |
Impinj
PI
|
$401K |
| 2 |
PDCO
Patterson Companies, Inc.
PDCO
|
$309K |
| 3 |
Alaska Air
ALK
|
$229K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$217K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$181K |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Financials | 0.9% |
| 3 | Consumer Discretionary | 0.8% |
| 4 | Healthcare | 0.76% |
| 5 | Industrials | 0.67% |
