EHPM

Emery Howard Portfolio Management Portfolio holdings

AUM $773M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$773M
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$10.5M
3
+$6.73M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.14M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.87M

Top Sells

1
+$1.13M
2
+$508K
3
+$379K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$346K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$314K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
26
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.4B
$804K 0.1%
2,213
-108
RWR icon
27
State Street SPDR Dow Jones REIT ETF
RWR
$1.83B
$776K 0.1%
6,351
+61
BOND icon
28
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.91B
$745K 0.1%
6,806
-357
CLOU icon
29
Global X Cloud Computing ETF
CLOU
$318M
$705K 0.09%
26,594
+969
SPLV icon
30
Invesco S&P 500 Low Volatility ETF
SPLV
$7.54B
$684K 0.09%
9,970
-218
CMF icon
31
iShares California Muni Bond ETF
CMF
$3.41B
$554K 0.07%
8,883
+46
VHT icon
32
Vanguard Health Care ETF
VHT
$16B
$498K 0.06%
1,868
+31
RSP icon
33
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$488K 0.06%
3,000
DVY icon
34
iShares Select Dividend ETF
DVY
$20.3B
$480K 0.06%
3,912
VYM icon
35
Vanguard High Dividend Yield ETF
VYM
$64.6B
$478K 0.06%
4,265
+25
VGT icon
36
Vanguard Information Technology ETF
VGT
$115B
$412K 0.05%
899
+16
ARKK icon
37
ARK Innovation ETF
ARKK
$9.2B
$411K 0.05%
4,347
IBB icon
38
iShares Biotechnology ETF
IBB
$6.27B
$410K 0.05%
2,684
+2
SCHX icon
39
Schwab US Large- Cap ETF
SCHX
$62.4B
$373K 0.05%
19,656
-19,968
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$99.5B
$330K 0.04%
5,830
+5
INDA icon
41
iShares MSCI India ETF
INDA
$9.54B
$320K 0.04%
+6,991
VBR icon
42
Vanguard Small-Cap Value ETF
VBR
$30.9B
$281K 0.04%
1,573
+10
VGK icon
43
Vanguard FTSE Europe ETF
VGK
$27.5B
$259K 0.03%
3,789
+37
HDV icon
44
iShares Core High Dividend ETF
HDV
$11.3B
$257K 0.03%
2,543
+175
VUG icon
45
Vanguard Growth ETF
VUG
$204B
$244K 0.03%
761
+1
KSTR icon
46
KraneShares SSE STAR Market 50 Index ETF
KSTR
$43.6M
$243K 0.03%
10,000
GLD icon
47
SPDR Gold Trust
GLD
$128B
$229K 0.03%
1,342
+10
VCSH icon
48
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$218K 0.03%
2,684
+142
MDY icon
49
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
– –
-466
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