EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$351K 0.04%
1,450
+150
227
$348K 0.04%
+24,776
228
$343K 0.04%
5,136
+1,555
229
$339K 0.04%
+2,654
230
$338K 0.04%
1,700
+331
231
$336K 0.04%
24,460
-8,600
232
$332K 0.04%
960
233
$330K 0.04%
4,525
+273
234
$329K 0.04%
3,440
+573
235
$328K 0.04%
5,524
+2,347
236
$325K 0.04%
10,550
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237
$324K 0.04%
2,277
-343
238
$324K 0.04%
3,268
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239
$322K 0.04%
8,128
+110
240
$322K 0.04%
3,298
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241
$320K 0.04%
5,609
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242
$314K 0.03%
5,288
-1,362
243
$310K 0.03%
1,719
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244
$302K 0.03%
3,407
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245
$300K 0.03%
1,201
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246
$299K 0.03%
5,277
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247
$297K 0.03%
1,529
-352
248
$296K 0.03%
8,500
249
$286K 0.03%
7,931
+1,942
250
$281K 0.03%
14,712
-390
8 9
10
11 12