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
$564M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$1.75M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.55M
5
EW icon
Edwards Lifesciences
EW
+$1.41M

Top Sells

1
+$3.12M
2
+$3.09M
3
+$1.25M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 2.03%
3 Financials 1.84%
4 Healthcare 1.67%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$256K 0.05%
2,386
+43
177
$253K 0.04%
10,765
-100
178
$252K 0.04%
4,033
-2,026
179
$251K 0.04%
+1,982
180
$250K 0.04%
+4,307
181
$250K 0.04%
15,329
182
$250K 0.04%
6,205
183
$249K 0.04%
+773
184
$247K 0.04%
+4,341
185
$245K 0.04%
13,131
186
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+1,822
187
$234K 0.04%
+2,148
188
$232K 0.04%
19,746
-7,020
189
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6,150
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190
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+3,830
191
$228K 0.04%
+1,125
192
$224K 0.04%
11,006
-7,858
193
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194
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195
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+6,206
196
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+1,067
197
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+1,930
198
$218K 0.04%
+2,954
199
$213K 0.04%
+11,555
200
$213K 0.04%
1,853
+93
5 6 7
8
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