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
$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
151
$513K 0.07%
+4,970
152
$509K 0.07%
11,740
-11,940
153
$494K 0.06%
19,541
-2,694
154
$493K 0.06%
23,735
+4,392
155
$486K 0.06%
2,875
+548
156
$484K 0.06%
10,796
+1,736
157
$483K 0.06%
27,294
+12,495
158
$474K 0.06%
1,337
-40
159
$456K 0.06%
+5,177
160
$455K 0.06%
11,955
161
$453K 0.06%
5,763
+1,123
162
$453K 0.06%
11,281
+5,185
163
$451K 0.06%
5,500
-1,223
164
$448K 0.06%
15,000
165
$442K 0.06%
6,075
+2,210
166
$432K 0.06%
8,405
167
$429K 0.06%
6,719
-293
168
$427K 0.06%
3,461
+244
169
$426K 0.06%
16,506
170
$423K 0.06%
4,189
-208
171
$414K 0.05%
5,696
+2,709
172
$411K 0.05%
+2,726
173
$405K 0.05%
3,652
-1,004
174
$402K 0.05%
5,954
-351
175
$402K 0.05%
5,146
-462
5 6
7
8 9