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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$839K 0.04%
10,833
-237
227
$837K 0.04%
15,579
+1,940
228
$823K 0.04%
28,167
+4,072
229
$815K 0.04%
17,370
230
$813K 0.04%
+11,213
231
$806K 0.04%
29,285
-17,000
232
$803K 0.04%
17,745
-1,050
233
$800K 0.04%
3,618
-2,304
234
$780K 0.04%
2,474
-108
235
$777K 0.04%
27,564
236
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42,146
+6,433
237
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12,357
-16,537
238
$764K 0.04%
11,823
+2,031
239
$754K 0.04%
51,984
+27,480
240
$747K 0.04%
32,264
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241
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96,507
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242
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25,985
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243
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38,490
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244
$724K 0.04%
10,840
-3,072
245
$711K 0.04%
5,987
-513
246
$709K 0.04%
28,208
+147
247
$699K 0.04%
26,914
+2,000
248
$684K 0.04%
4,834
+2,513
249
$681K 0.04%
6,699
+109
250
$679K 0.04%
7,142
-150
8 9
10
11 12