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
251
$819K 0.04%
6,340
+864
252
$818K 0.04%
39,394
+5,838
253
$818K 0.04%
9,857
+4,173
254
$811K 0.04%
11,071
+638
255
$809K 0.04%
5,889
-616
256
$803K 0.04%
3,853
-455
257
$801K 0.04%
13,116
+3,246
258
$792K 0.04%
4,583
+337
259
$781K 0.04%
+2,891
260
$779K 0.04%
23,927
261
$777K 0.04%
7,125
-42
262
$775K 0.04%
3,555
-1,082
263
$773K 0.04%
1,176
264
$773K 0.04%
21,672
+7,372
265
$756K 0.04%
3,223
+1,328
266
$755K 0.04%
5,358
+913
267
$753K 0.04%
3,030
+1,486
268
$750K 0.04%
+20,046
269
$738K 0.04%
2,030
+98
270
$738K 0.04%
8,820
+268
271
$735K 0.04%
28,061
+2,566
272
$732K 0.04%
14,598
-3,739
273
$730K 0.04%
1,479
-561
274
$730K 0.04%
9,895
275
$716K 0.04%
+8,907
9 10
11
12 13