EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
This Quarter Return
+0.2%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$534M
AUM Growth
+$534M
(+5.5%)
Cap. Flow
+$29.6M
Cap. Flow
% of AUM
5.55%
Top 10 Holdings %
Top 10 Hldgs %
63.57%
Holding
190
New
19
Increased
88
Reduced
50
Closed
5
Top Buys
Top Sells
| 1 |
Procter & Gamble
PG
|
$1.86M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.67M |
| 3 |
US Bancorp
USB
|
$1.05M |
| 4 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$835K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$702K |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Consumer Discretionary | 1.74% |
| 3 | Financials | 1.63% |
| 4 | Healthcare | 1.56% |
| 5 | Energy | 1.08% |
