EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$9.13M
3
+$7.13M
4
AAPL icon
Apple
AAPL
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.42M

Top Sells

1
+$3M
2
+$2.96M
3
+$1.88M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.33M
5
SIRI icon
SiriusXM
SIRI
+$1.11M

Sector Composition

1 Technology 9.07%
2 Consumer Discretionary 2.82%
3 Financials 2.54%
4 Healthcare 2.54%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.39M 0.06%
8,679
+1,852
177
$1.35M 0.06%
38,990
-29,210
178
$1.33M 0.06%
14,420
-459
179
$1.3M 0.06%
24,524
-1,716
180
$1.3M 0.06%
19,436
+6,116
181
$1.28M 0.06%
20,644
-2,195
182
$1.28M 0.06%
34,325
+2,126
183
$1.28M 0.06%
12,748
+70
184
$1.27M 0.06%
36,933
-109
185
$1.26M 0.05%
5,601
-300
186
$1.26M 0.05%
15,791
+1,339
187
$1.22M 0.05%
5,312
+599
188
$1.21M 0.05%
50,326
+150
189
$1.2M 0.05%
10,653
-292
190
$1.2M 0.05%
+37,325
191
$1.19M 0.05%
4,172
-539
192
$1.18M 0.05%
31,673
+5,308
193
$1.17M 0.05%
47,498
+16,673
194
$1.15M 0.05%
9,402
+94
195
$1.15M 0.05%
10,452
-3,296
196
$1.15M 0.05%
13,802
+1,954
197
$1.14M 0.05%
5,091
-1,266
198
$1.14M 0.05%
4,828
199
$1.13M 0.05%
24,366
-7,590
200
$1.13M 0.05%
7,807
+1,042
6 7
8
9 10