EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.11%
9,520
-8
127
$2.42M 0.11%
5,273
+708
128
$2.42M 0.11%
126,518
+23,421
129
$2.42M 0.1%
26,028
+175
130
$2.38M 0.1%
123,402
+24,178
131
$2.33M 0.1%
84,688
-2,152
132
$2.3M 0.1%
42,107
+4,333
133
$2.11M 0.09%
40,354
+8,878
134
$2.11M 0.09%
+98,669
135
$2.11M 0.09%
17,196
+839
136
$2.09M 0.09%
25,317
+2,221
137
$2.09M 0.09%
114,196
+30,659
138
$2.05M 0.09%
9,196
-479
139
$2.05M 0.09%
101,977
+18,884
140
$2.02M 0.09%
18,481
+1,049
141
$1.98M 0.09%
10,851
+133
142
$1.96M 0.09%
15,051
-709
143
$1.95M 0.08%
2,915
+140
144
$1.94M 0.08%
98,573
145
$1.93M 0.08%
19,866
+550
146
$1.92M 0.08%
4,062
+293
147
$1.9M 0.08%
5,348
+243
148
$1.88M 0.08%
118,161
-2,304
149
$1.85M 0.08%
32,244
-5,054
150
$1.85M 0.08%
100,971
+12,399
4 5
6
7 8