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
251
$769K 0.03%
3,592
+1,014
252
$769K 0.03%
1,941
+656
253
$763K 0.03%
31,510
+408
254
$738K 0.03%
+1,420
255
$737K 0.03%
16,625
+4,364
256
$727K 0.03%
10,626
257
$722K 0.03%
5,148
-2,539
258
$715K 0.03%
8,410
+369
259
$715K 0.03%
3,869
+785
260
$713K 0.03%
9,099
+1,651
261
$694K 0.03%
6,184
+2,833
262
$692K 0.03%
1,893
-46
263
$686K 0.03%
2,400
-185
264
$675K 0.03%
11,785
-465
265
$671K 0.03%
4,033
+668
266
$666K 0.03%
4,329
267
$660K 0.03%
17,950
-18,908
268
$659K 0.03%
8,064
+1,923
269
$652K 0.03%
4,131
+270
270
$648K 0.03%
6,890
-719
271
$642K 0.03%
+125,160
272
$640K 0.03%
10,881
-70
273
$636K 0.02%
51,181
-17,437
274
$632K 0.02%
7,138
+211
275
$629K 0.02%
9,385
+1,794
9 10
11
12 13