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
$820M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$5.82M
3
+$5.56M
4
INTC icon
Intel
INTC
+$2.93M
5
V icon
Visa
V
+$2.69M

Top Sells

1
+$5.1M
2
+$2.33M
3
+$1.03M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$895K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$892K

Sector Composition

1 Technology 6.15%
2 Financials 2.52%
3 Consumer Discretionary 2.41%
4 Healthcare 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$476K 0.06%
25,245
+7,038
177
$470K 0.06%
32,695
-6,897
178
$468K 0.06%
4,994
-183
179
$468K 0.06%
5,452
-48
180
$454K 0.06%
5,188
+309
181
$452K 0.05%
6,075
182
$447K 0.05%
3,995
+343
183
$445K 0.05%
15,770
+9,061
184
$439K 0.05%
+6,624
185
$432K 0.05%
5,692
-71
186
$431K 0.05%
7,550
+1,870
187
$428K 0.05%
2,643
-232
188
$423K 0.05%
26,325
+7,500
189
$419K 0.05%
6,459
-260
190
$419K 0.05%
+3,879
191
$415K 0.05%
2,651
-75
192
$413K 0.05%
+14,462
193
$413K 0.05%
15,000
194
$402K 0.05%
3,885
-86
195
$400K 0.05%
10,390
-1,565
196
$397K 0.05%
5,009
+1,965
197
$396K 0.05%
1,014
+456
198
$393K 0.05%
3,324
-137
199
$383K 0.05%
1,424
+205
200
$379K 0.05%
1,075
-262
6 7
8
9 10