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
251
$281K 0.03%
+6,200
252
$278K 0.03%
3,248
+224
253
$274K 0.03%
15,000
254
$273K 0.03%
+2,572
255
$270K 0.03%
3,605
+144
256
$268K 0.03%
+3,146
257
$267K 0.03%
5,754
-1,082
258
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+4,209
259
$265K 0.03%
+110
260
$260K 0.03%
5,378
-172
261
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262
$259K 0.03%
7,590
+415
263
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10,703
+4,093
264
$251K 0.03%
955
-120
265
$250K 0.03%
8,704
-5,616
266
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267
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268
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269
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23,376
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270
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8,260
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271
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272
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1,968
+84
273
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4,293
-459
274
$235K 0.03%
22,509
-13,125
275
$235K 0.03%
9,780
-2,660
9 10
11
12 13