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
$1.76B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.7M
3
+$6.89M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.8M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.27M

Top Sells

1
+$3.61M
2
+$2.92M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$1.47M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 3.11%
3 Communication Services 2.7%
4 Healthcare 2.39%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.11M 0.06%
5,086
-52
177
$1.1M 0.06%
17,042
-3,964
178
$1.1M 0.06%
23,616
+3,621
179
$1.09M 0.06%
7,229
+634
180
$1.08M 0.06%
5,972
+2,031
181
$1.07M 0.06%
59,775
+26,322
182
$1.06M 0.06%
631
-35
183
$1.04M 0.06%
4,637
+423
184
$1.04M 0.06%
6,505
-20
185
$1.03M 0.06%
8,131
+3,484
186
$1.03M 0.06%
3,445
-596
187
$1.03M 0.06%
21,972
+606
188
$1.02M 0.06%
16,400
+3,133
189
$1.02M 0.06%
2,140
+436
190
$1.02M 0.06%
11,802
-343
191
$1.02M 0.06%
8,471
+1,043
192
$1.01M 0.06%
12,951
+1,085
193
$993K 0.06%
13,218
-1,639
194
$989K 0.06%
+2,040
195
$977K 0.06%
26,369
-155
196
$976K 0.06%
3,561
+1,289
197
$974K 0.06%
6,524
-8,537
198
$969K 0.06%
+6,291
199
$963K 0.05%
7,100
-190
200
$962K 0.05%
4,908
+1,450
6 7
8
9 10