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
$564M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$1.75M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.55M
5
EW icon
Edwards Lifesciences
EW
+$1.41M

Top Sells

1
+$3.12M
2
+$3.09M
3
+$1.25M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 2.03%
3 Financials 1.84%
4 Healthcare 1.67%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$452K 0.08%
12,235
127
$446K 0.08%
9,287
+1,209
128
$443K 0.08%
+1,946
129
$439K 0.08%
9,501
+1,859
130
$438K 0.08%
4,983
-339
131
$428K 0.08%
4,291
+90
132
$423K 0.08%
5,611
+829
133
$420K 0.07%
4,356
-32,045
134
$413K 0.07%
+9,346
135
$407K 0.07%
+8,391
136
$402K 0.07%
+6,244
137
$401K 0.07%
9,060
138
$401K 0.07%
+3,329
139
$396K 0.07%
6,386
-157
140
$392K 0.07%
3,967
-1,895
141
$380K 0.07%
28,731
-18,048
142
$379K 0.07%
+6,234
143
$378K 0.07%
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144
$376K 0.07%
1,815
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145
$372K 0.07%
15,078
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146
$372K 0.07%
3,800
+471
147
$369K 0.07%
3,670
-129
148
$367K 0.07%
+6,664
149
$359K 0.06%
4,648
-150
150
$357K 0.06%
5,248
4 5
6
7 8