EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.75M
3
+$4.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.28M
5
NFLX icon
Netflix
NFLX
+$3.09M

Top Sells

1
+$1.77M
2
+$774K
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$675K
5
HD icon
Home Depot
HD
+$558K

Sector Composition

1 Technology 5.44%
2 Financials 2.22%
3 Consumer Discretionary 2.17%
4 Industrials 1.84%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$673K 0.09%
5,941
-1,828
127
$661K 0.09%
26,752
-4,361
128
$659K 0.09%
+11,961
129
$657K 0.09%
4,533
-151
130
$654K 0.09%
22,564
+2,806
131
$653K 0.09%
27,098
-4,507
132
$640K 0.08%
26,105
-4,664
133
$637K 0.08%
24,455
-4,301
134
$632K 0.08%
4,821
+1,723
135
$610K 0.08%
17,506
136
$604K 0.08%
5,426
-218
137
$593K 0.08%
3,412
+2,052
138
$592K 0.08%
20,432
139
$586K 0.08%
9,546
-606
140
$586K 0.08%
10,259
+1,875
141
$568K 0.07%
9,970
142
$556K 0.07%
10,928
+1,692
143
$554K 0.07%
+39,592
144
$548K 0.07%
12,954
-106
145
$547K 0.07%
14,859
+2,346
146
$546K 0.07%
1,854
+44
147
$545K 0.07%
3,505
+38
148
$541K 0.07%
9,841
+1,784
149
$536K 0.07%
10,508
-117
150
$532K 0.07%
11,855
+1,768
4 5
6
7 8