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
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.7M
3
+$6.89M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.27M

Top Sells

1
+$3.61M
2
+$2.92M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$1.47M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.76M 0.1%
17,862
-853
127
$1.74M 0.1%
16,457
+3,198
128
$1.71M 0.1%
77,631
-2,805
129
$1.71M 0.1%
3,160
+182
130
$1.7M 0.1%
17,091
-1,740
131
$1.68M 0.1%
78,257
-780
132
$1.66M 0.09%
54,716
+2,180
133
$1.64M 0.09%
75,166
+1,216
134
$1.63M 0.09%
34,567
+8,981
135
$1.62M 0.09%
6,708
+436
136
$1.6M 0.09%
27,405
-6,135
137
$1.57M 0.09%
9,616
+200
138
$1.57M 0.09%
23,204
+586
139
$1.53M 0.09%
36,034
-2,154
140
$1.52M 0.09%
5,841
+325
141
$1.5M 0.09%
10,373
+5,529
142
$1.5M 0.09%
6,241
+497
143
$1.49M 0.08%
12,501
+2,603
144
$1.49M 0.08%
72,772
+37,139
145
$1.48M 0.08%
17,493
+2,167
146
$1.48M 0.08%
19,236
-47,096
147
$1.46M 0.08%
3,409
-75
148
$1.45M 0.08%
7,103
+1,399
149
$1.44M 0.08%
13,367
+1,169
150
$1.42M 0.08%
7,793
-62
4 5
6
7 8