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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$967K 0.05%
35,880
+9,825
227
$965K 0.05%
11,214
-1,903
228
$960K 0.05%
25,769
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229
$959K 0.05%
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230
$957K 0.05%
9,179
-1,704
231
$956K 0.05%
3,755
+2
232
$954K 0.05%
2,735
-11,707
233
$941K 0.05%
17,470
+1,270
234
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+35,990
235
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672
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236
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237
$901K 0.05%
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238
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239
$878K 0.04%
8,459
+4,517
240
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3,548
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241
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242
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246
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33,173
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247
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248
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5,184
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249
$834K 0.04%
17,643
-4,329
250
$825K 0.04%
+17,370
8 9
10
11 12