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
251
$678K 0.04%
3,790
+345
252
$676K 0.04%
7,603
+1,134
253
$675K 0.04%
7,635
254
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3,608
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255
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16,055
-3,164
256
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7,662
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257
$652K 0.03%
12,853
-7,253
258
$649K 0.03%
+12,575
259
$647K 0.03%
11,440
-2,375
260
$647K 0.03%
7,977
-99
261
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519
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262
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4,799
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263
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1,889
+1,153
264
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20,173
265
$622K 0.03%
23,480
266
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11,691
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4,347
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268
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11,701
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269
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2,714
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270
$590K 0.03%
2,625
-16
271
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1,901
-119
272
$581K 0.03%
6,802
-2,215
273
$574K 0.03%
4,385
274
$570K 0.03%
+22,088
275
$568K 0.03%
7,663
-875
9 10
11
12 13