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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$204K 0.03%
+5,070
227
$200K 0.03%
+4,140
228
$87K 0.01%
+15,376
229
$58K 0.01%
22,200
230
$55K 0.01%
518
231
$54K 0.01%
18,520
232
$38K 0.01%
+25,808
233
$34K ﹤0.01%
+11,000
234
$32K ﹤0.01%
52
235
– –
-6,302
236
– –
-6,400
237
– –
-1,736
238
– –
-8,304
239
– –
-4,713
240
– –
-5,642
241
– –
-11,215
242
– –
-4,173
243
– –
-2,274
6 7 8 9
10