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
$820M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$5.82M
3
+$5.56M
4
INTC icon
Intel
INTC
+$2.93M
5
V icon
Visa
V
+$2.69M

Top Sells

1
+$5.1M
2
+$2.33M
3
+$1.03M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$895K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$892K

Sector Composition

1 Technology 6.15%
2 Financials 2.52%
3 Consumer Discretionary 2.41%
4 Healthcare 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$793K 0.1%
60,174
+30,897
127
$772K 0.09%
+20,575
128
$769K 0.09%
7,222
129
$763K 0.09%
31,917
-166
130
$750K 0.09%
16,920
+1,980
131
$717K 0.09%
6,327
+386
132
$715K 0.09%
7,166
-90
133
$713K 0.09%
14,285
+2,430
134
$685K 0.08%
12,451
-346
135
$679K 0.08%
13,335
+1,374
136
$676K 0.08%
14,986
+2,032
137
$673K 0.08%
11,807
+285
138
$673K 0.08%
4,895
+362
139
$668K 0.08%
11,072
+813
140
$662K 0.08%
26,898
+146
141
$656K 0.08%
8,659
+2,963
142
$653K 0.08%
27,290
+192
143
$644K 0.08%
22,065
-499
144
$642K 0.08%
15,341
+4,060
145
$642K 0.08%
3,273
-139
146
$639K 0.08%
24,510
+55
147
$638K 0.08%
26,193
+88
148
$636K 0.08%
4,638
-183
149
$620K 0.08%
17,506
150
$617K 0.07%
10,652
+811
4 5
6
7 8