EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
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
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
1
$139M 6.03%
1,823,719
+50,825
2
$110M 4.79%
2,307,907
+3,035
3
$97.6M 4.23%
701,761
+65,638
4
$84.4M 3.66%
1,052,713
+45,674
5
$72.5M 3.14%
2,053,655
+124,679
6
$68.1M 2.96%
1,396,761
+81,466
7
$66.1M 2.86%
532,463
+79,975
8
$63.9M 2.77%
387,444
+27,852
9
$60.1M 2.61%
1,794,137
+48,066
10
$58.5M 2.54%
1,205,662
+91,000
11
$53.2M 2.31%
2,143,351
+96,642
12
$51.8M 2.25%
1,607,437
+74,571
13
$50M 2.17%
362,388
+16,783
14
$43.7M 1.9%
746,654
+19,850
15
$42.3M 1.84%
146,769
+4,369
16
$40.1M 1.74%
483,409
+30,206
17
$40M 1.73%
97,683
+1,091
18
$35.9M 1.56%
806,564
+53,285
19
$33.6M 1.46%
743,016
+5,315
20
$28.3M 1.23%
258,907
+15,488
21
$26.4M 1.15%
281,764
+24,025
22
$26.1M 1.13%
263,155
+71,835
23
$25M 1.08%
157,192
+7,410
24
$23M 1%
392,806
+42,552
25
$21.6M 0.94%
207,657
-7,868
1
2 3 4 5