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
201
$373K 0.05%
5,024
202
$366K 0.04%
14,454
+4,796
203
$363K 0.04%
8,405
204
$354K 0.04%
+1,300
205
$349K 0.04%
15,102
-1,404
206
$349K 0.04%
+4,018
207
$348K 0.04%
4,727
+1,168
208
$346K 0.04%
+2,234
209
$345K 0.04%
7,401
+397
210
$344K 0.04%
2,036
+255
211
$343K 0.04%
11,160
+3,285
212
$341K 0.04%
22,478
+1,102
213
$339K 0.04%
6,541
+309
214
$338K 0.04%
+11,015
215
$337K 0.04%
1,842
-232
216
$337K 0.04%
+1,241
217
$337K 0.04%
6,097
218
$327K 0.04%
5,155
-799
219
$327K 0.04%
+3,058
220
$326K 0.04%
6,455
+1,191
221
$323K 0.04%
25,908
+7,915
222
$322K 0.04%
+1,544
223
$318K 0.04%
1,902
+558
224
$318K 0.04%
7,780
-31
225
$311K 0.04%
6,312
+1,005
7 8
9
10 11