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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.04%
8,349
-1,122
227
$999K 0.04%
41,222
-8,282
228
$999K 0.04%
3,668
-103
229
$997K 0.04%
45,814
+10,190
230
$959K 0.04%
9,249
-1,095
231
$959K 0.04%
25,983
+128
232
$919K 0.04%
3,990
+427
233
$910K 0.04%
26,018
-1,435
234
$899K 0.04%
35,618
-19,036
235
$890K 0.03%
12,913
+348
236
$888K 0.03%
2,141
+1,544
237
$882K 0.03%
5,640
-65
238
$854K 0.03%
2,091
-178
239
$849K 0.03%
42,193
240
$840K 0.03%
11,678
+2,954
241
$835K 0.03%
7,790
+1,028
242
$831K 0.03%
14,209
+648
243
$827K 0.03%
3,762
+1,042
244
$822K 0.03%
16,480
-265
245
$819K 0.03%
9,921
-232
246
$818K 0.03%
11,498
-234
247
$812K 0.03%
18,411
248
$784K 0.03%
24,651
-139
249
$784K 0.03%
43,116
+8,304
250
$778K 0.03%
5,126
8 9
10
11 12