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
$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
151
$608K 0.07%
+84,567
152
$603K 0.07%
11,078
+150
153
$591K 0.07%
+25,050
154
$591K 0.07%
37,128
+12,959
155
$587K 0.07%
14,364
-269
156
$586K 0.07%
14,814
-45
157
$584K 0.07%
3,034
+979
158
$581K 0.07%
4,853
-117
159
$578K 0.07%
12,440
+700
160
$577K 0.07%
9,970
161
$577K 0.07%
30,519
+13,920
162
$572K 0.07%
20,432
163
$554K 0.07%
3,660
+155
164
$545K 0.07%
10,928
+420
165
$524K 0.06%
49,856
+23,592
166
$519K 0.06%
10,229
+2,550
167
$510K 0.06%
27,912
+618
168
$507K 0.06%
20,116
+575
169
$504K 0.06%
+8,220
170
$504K 0.06%
26,688
+15,052
171
$504K 0.06%
8,245
-1,301
172
$500K 0.06%
1,810
-44
173
$494K 0.06%
26,087
+2,352
174
$491K 0.06%
+2,270
175
$487K 0.06%
7,503
+1,025
5 6
7
8 9