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
201
$311K 0.04%
6,232
-118
202
$311K 0.04%
16,599
+612
203
$302K 0.04%
+5,409
204
$301K 0.04%
1,500
205
$295K 0.04%
9,680
-2,636
206
$292K 0.04%
3,775
+430
207
$281K 0.04%
+3,870
208
$280K 0.04%
5,006
209
$280K 0.04%
18,825
-375
210
$278K 0.04%
1,015
+215
211
$275K 0.04%
2,017
-144
212
$273K 0.04%
26,264
+832
213
$271K 0.04%
1,375
-163
214
$268K 0.03%
6,895
-40
215
$265K 0.03%
5,307
216
$260K 0.03%
+4,215
217
$259K 0.03%
+10,838
218
$256K 0.03%
13,865
219
$252K 0.03%
1,982
220
$249K 0.03%
5,264
+311
221
$248K 0.03%
17,500
222
$245K 0.03%
+5,976
223
$245K 0.03%
1,427
-33
224
$245K 0.03%
8,780
-236
225
$245K 0.03%
3,559
-519
7 8
9
10 11