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
$588M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.91M
3
+$4.39M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$3.5M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.33M

Top Sells

1
+$2.08M
2
+$1.08M
3
+$893K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$829K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$600K

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 1.94%
3 Financials 1.77%
4 Industrials 1.2%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$466K 0.08%
4,289
-1,027
127
$452K 0.08%
7,255
+982
128
$452K 0.08%
3,271
+42
129
$435K 0.07%
4,757
+401
130
$427K 0.07%
+9,361
131
$427K 0.07%
12,380
+145
132
$424K 0.07%
6,969
+2,153
133
$418K 0.07%
1,846
-89
134
$416K 0.07%
8,794
-707
135
$414K 0.07%
16,797
-536
136
$407K 0.07%
2,557
+672
137
$395K 0.07%
19,328
-3,822
138
$386K 0.07%
4,314
+514
139
$378K 0.06%
18,231
+3,153
140
$376K 0.06%
5,428
-853
141
$374K 0.06%
+5,745
142
$374K 0.06%
1,237
143
$373K 0.06%
4,173
-118
144
$360K 0.06%
5,811
+200
145
$355K 0.06%
3,215
+170
146
$354K 0.06%
5,280
+297
147
$351K 0.06%
+105,280
148
$351K 0.06%
+15,825
149
$346K 0.06%
6,160
+217
150
$342K 0.06%
5,469
+821
4 5
6
7 8