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
$766M
AUM Growth
+$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$5.75M
3
+$4.36M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.28M
5
NFLX icon
Netflix
NFLX
+$3.09M

Top Sells

1
+$1.77M
2
+$774K
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$675K
5
HD icon
Home Depot
HD
+$558K

Sector Composition

1 Technology 5.44%
2 Financials 2.22%
3 Consumer Discretionary 2.17%
4 Industrials 1.84%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$400K 0.05%
+4,879
177
$385K 0.05%
6,478
-97
178
$382K 0.05%
29,277
+1,089
179
$380K 0.05%
+4,517
180
$380K 0.05%
2,055
-236
181
$377K 0.05%
2,074
+81
182
$374K 0.05%
1,425
-1,050
183
$373K 0.05%
+12,992
184
$362K 0.05%
3,971
+760
185
$350K 0.05%
+10,884
186
$348K 0.05%
7,679
-390
187
$347K 0.05%
+18,207
188
$346K 0.05%
6,614
+375
189
$346K 0.05%
24,169
+684
190
$336K 0.04%
+26,043
191
$336K 0.04%
+5,024
192
$335K 0.04%
7,811
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193
$335K 0.04%
7,004
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194
$329K 0.04%
6,097
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195
$329K 0.04%
5,680
-117
196
$324K 0.04%
1,219
-156
197
$320K 0.04%
21,376
+4,392
198
$319K 0.04%
+2,648
199
$315K 0.04%
1,290
+218
200
$311K 0.04%
1,781
-41
6 7
8
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