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
151
$1.4M 0.08%
4,999
+486
152
$1.39M 0.08%
23,434
+8,365
153
$1.37M 0.08%
5,064
+2,748
154
$1.36M 0.08%
5,870
-1,155
155
$1.36M 0.08%
11,519
+5,265
156
$1.33M 0.08%
10,580
-144
157
$1.32M 0.08%
21,311
-4,801
158
$1.3M 0.07%
24,282
-736
159
$1.28M 0.07%
12,166
-1,717
160
$1.28M 0.07%
5,414
-177
161
$1.28M 0.07%
24,956
162
$1.27M 0.07%
10,883
+1,057
163
$1.25M 0.07%
11,453
+2,684
164
$1.22M 0.07%
56,720
-2,912
165
$1.21M 0.07%
22,849
-1,666
166
$1.2M 0.07%
7,822
+1,771
167
$1.17M 0.07%
22,512
+242
168
$1.16M 0.07%
8,292
+2,027
169
$1.16M 0.07%
5,440
-101
170
$1.16M 0.07%
28,619
-417
171
$1.14M 0.06%
2,911
+180
172
$1.13M 0.06%
33,344
173
$1.13M 0.06%
13,117
+3,181
174
$1.12M 0.06%
11,810
175
$1.11M 0.06%
11,290
-65
5 6
7
8 9