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
276
$422K 0.03%
3,201
-1,971
277
$421K 0.03%
4,971
+115
278
$413K 0.03%
5,968
+700
279
$413K 0.03%
16,320
-6,847
280
$411K 0.03%
2,062
+957
281
$409K 0.03%
6,701
-1,123
282
$409K 0.03%
17,720
-6,399
283
$404K 0.03%
3,421
+1,500
284
$403K 0.03%
883
-113
285
$403K 0.03%
23,406
+6,954
286
$403K 0.03%
6,190
-2,240
287
$398K 0.03%
+18,711
288
$392K 0.03%
4,995
-2,672
289
$389K 0.03%
15,197
-2,898
290
$383K 0.03%
6,583
-1,893
291
$379K 0.03%
4,204
+1,032
292
$366K 0.03%
14,655
-6,858
293
$366K 0.03%
3,399
-1,023
294
$365K 0.03%
+1,597
295
$362K 0.03%
14,300
296
$353K 0.03%
+7,188
297
$351K 0.03%
1,330
+342
298
$350K 0.03%
1,906
-440
299
$349K 0.03%
+2,577
300
$348K 0.03%
7,368
+35
10 11
12
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