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
276
$232K 0.03%
1,750
277
$231K 0.03%
6,863
-8,556
278
$231K 0.03%
+4,839
279
$230K 0.03%
1,526
+31
280
$228K 0.02%
+2,590
281
$226K 0.02%
+12,485
282
$225K 0.02%
793
+61
283
$222K 0.02%
+9,987
284
$219K 0.02%
2,800
+384
285
$218K 0.02%
2,645
-482
286
$217K 0.02%
1,710
-90
287
$217K 0.02%
+2,865
288
$214K 0.02%
+10,710
289
$213K 0.02%
+1,362
290
$212K 0.02%
5,000
291
$211K 0.02%
+1,736
292
$211K 0.02%
+13,696
293
$210K 0.02%
5,899
+432
294
$208K 0.02%
2,600
-67
295
$206K 0.02%
4,761
-1,978
296
$205K 0.02%
+4,388
297
$201K 0.02%
+3,206
298
$176K 0.02%
17,500
299
$148K 0.02%
11,340
-540
300
$144K 0.02%
+975
10 11
12
13 14