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
$2.12B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.82M
3
+$9.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$9.19M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.57M

Top Sells

1
+$5.08M
2
+$4.39M
3
+$3.21M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.11M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.21M

Sector Composition

1 Technology 7.74%
2 Healthcare 3.02%
3 Consumer Discretionary 2.65%
4 Financials 2.64%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.21M 0.1%
21,279
+356
127
$2.19M 0.1%
5,980
+1,260
128
$2.15M 0.1%
102,530
-6,176
129
$2.12M 0.1%
103,270
-4,496
130
$2.11M 0.1%
15,760
+123
131
$2.11M 0.1%
25,853
-792
132
$2.1M 0.1%
47,192
-1,061
133
$2.1M 0.1%
104,321
+4,226
134
$2.09M 0.1%
37,298
-1,282
135
$2.05M 0.1%
37,774
+2,353
136
$2.01M 0.09%
68,200
-4,050
137
$2M 0.09%
3,769
+349
138
$1.97M 0.09%
2,775
-52
139
$1.96M 0.09%
19,316
-267
140
$1.95M 0.09%
103,097
+1,494
141
$1.94M 0.09%
10,718
-617
142
$1.93M 0.09%
9,528
+723
143
$1.91M 0.09%
5,105
+329
144
$1.91M 0.09%
16,357
-511
145
$1.88M 0.09%
99,224
+23,831
146
$1.8M 0.09%
16,264
+646
147
$1.8M 0.08%
120,465
-6,375
148
$1.72M 0.08%
23,096
-490
149
$1.7M 0.08%
67,644
-786
150
$1.68M 0.08%
18,775
-738
4 5
6
7 8