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
151
$1.83M 0.08%
74,991
+7,347
152
$1.83M 0.08%
43,524
-3,200
153
$1.83M 0.08%
8,594
+263
154
$1.78M 0.08%
16,747
+483
155
$1.73M 0.08%
37,760
+774
156
$1.69M 0.07%
63,122
+3,060
157
$1.68M 0.07%
69,888
+11,339
158
$1.67M 0.07%
+37,549
159
$1.66M 0.07%
18,585
+2,904
160
$1.65M 0.07%
5,773
-193
161
$1.63M 0.07%
6,536
-85
162
$1.63M 0.07%
17,835
-940
163
$1.62M 0.07%
19,689
+2,586
164
$1.62M 0.07%
10,492
+166
165
$1.57M 0.07%
18,732
+132
166
$1.54M 0.07%
61,573
+3,639
167
$1.49M 0.06%
4,333
-1,647
168
$1.49M 0.06%
24,987
+74
169
$1.42M 0.06%
4,227
-18
170
$1.41M 0.06%
31,670
+5,627
171
$1.41M 0.06%
42,028
-8,155
172
$1.41M 0.06%
5,823
+300
173
$1.4M 0.06%
7,861
-315
174
$1.4M 0.06%
27,790
-2,640
175
$1.39M 0.06%
25,351
+3,797
5 6
7
8 9