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
201
$1.11M 0.05%
39,460
-500
202
$1.1M 0.05%
12,506
+494
203
$1.1M 0.05%
11,391
+1,293
204
$1.1M 0.05%
22,329
+285
205
$1.08M 0.05%
14,125
-304
206
$1.08M 0.05%
44,382
-836
207
$1.07M 0.05%
12,107
+1,096
208
$1.06M 0.05%
63,530
+4,510
209
$1.06M 0.05%
66,790
+3,354
210
$1.06M 0.05%
2,655
+214
211
$1.04M 0.05%
10,303
+1,325
212
$1.04M 0.05%
13,780
+2,344
213
$1.04M 0.04%
10,368
+234
214
$1.03M 0.04%
14,843
-3,943
215
$1.03M 0.04%
29,153
+5,712
216
$1.02M 0.04%
81,066
+39,576
217
$1M 0.04%
192,181
+42,763
218
$996K 0.04%
2,234
-194
219
$994K 0.04%
78,884
+3,970
220
$976K 0.04%
13,643
+426
221
$967K 0.04%
11,510
222
$967K 0.04%
12,736
+6,996
223
$952K 0.04%
1,652
+153
224
$951K 0.04%
15,044
+1,287
225
$949K 0.04%
2,121
-298
7 8
9
10 11