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
$683M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.26M
3
+$1.96M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Top Sells

1
+$702K
2
+$412K
3
+$335K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$221K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$196K

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
$40.2B
$785K 0.11%
2,321
+6
CLOU icon
27
Global X Cloud Computing ETF
CLOU
$308M
$750K 0.11%
25,625
+5,094
SCHX icon
28
Schwab US Large- Cap ETF
SCHX
$61.7B
$687K 0.1%
39,624
+126
RWR icon
29
State Street SPDR Dow Jones REIT ETF
RWR
$1.84B
$663K 0.1%
6,290
+44
SPLV icon
30
Invesco S&P 500 Low Volatility ETF
SPLV
$7.62B
$620K 0.09%
10,188
CMF icon
31
iShares California Muni Bond ETF
CMF
$3.41B
$549K 0.08%
8,837
+33
ARKK icon
32
ARK Innovation ETF
ARKK
$8.72B
$480K 0.07%
4,347
+429
VHT icon
33
Vanguard Health Care ETF
VHT
$16.1B
$454K 0.07%
1,837
+401
DVY icon
34
iShares Select Dividend ETF
DVY
$20.3B
$449K 0.07%
3,912
RSP icon
35
Invesco S&P 500 Equal Weight ETF
RSP
$73.3B
$449K 0.07%
3,000
VYM icon
36
Vanguard High Dividend Yield ETF
VYM
$64.4B
$438K 0.06%
4,240
-10
IBB icon
37
iShares Biotechnology ETF
IBB
$6.24B
$434K 0.06%
2,682
+291
VGT icon
38
Vanguard Information Technology ETF
VGT
$112B
$354K 0.05%
883
IJH icon
39
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$306K 0.04%
5,825
VBR icon
40
Vanguard Small-Cap Value ETF
VBR
$30.8B
$265K 0.04%
1,563
+6
VGK icon
41
Vanguard FTSE Europe ETF
VGK
$27.1B
$246K 0.04%
3,752
+22
KSTR icon
42
KraneShares SSE STAR Market 50 Index ETF
KSTR
$42.7M
$232K 0.03%
10,000
MDY icon
43
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$224K 0.03%
466
HDV icon
44
iShares Core High Dividend ETF
HDV
$11.3B
$223K 0.03%
2,368
VUG icon
45
Vanguard Growth ETF
VUG
$201B
$221K 0.03%
760
GLD icon
46
SPDR Gold Trust
GLD
$126B
$219K 0.03%
1,332
-107
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$209K 0.03%
+2,542
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