EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.31%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$488K 0.04%
7,608
-2,478
252
$487K 0.04%
331
+15
253
$487K 0.04%
+47,660
254
$483K 0.04%
2,540
+307
255
$482K 0.04%
+5,521
256
$474K 0.04%
8,991
-2,041
257
$473K 0.04%
+1,286
258
$471K 0.04%
4,976
-2,586
259
$470K 0.04%
5,762
-4,954
260
$467K 0.04%
1,892
-110
261
$458K 0.04%
8,452
+360
262
$454K 0.04%
+4,398
263
$453K 0.04%
+1,311
264
$453K 0.04%
3,510
+565
265
$453K 0.04%
3,878
-1,827
266
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3,321
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267
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18,781
-5,944
268
$437K 0.04%
6,564
-2,980
269
$436K 0.03%
4,597
+500
270
$435K 0.03%
8,360
-610
271
$433K 0.03%
1,782
+326
272
$432K 0.03%
13,440
+315
273
$431K 0.03%
2,034
+137
274
$426K 0.03%
+17,532
275
$422K 0.03%
5,340
-309
9 10
11
12 13