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
276
$567K 0.03%
3,691
-2,332
277
$561K 0.03%
6,697
+50
278
$556K 0.03%
19,384
-500
279
$552K 0.03%
4,623
-292
280
$550K 0.03%
4,289
-1,155
281
$548K 0.03%
1,717
+1,138
282
$536K 0.03%
5,884
283
$535K 0.03%
3,660
+1,032
284
$533K 0.03%
2,704
-209
285
$528K 0.03%
39,782
+19,251
286
$527K 0.03%
23,919
-1,137
287
$521K 0.03%
22,725
-552
288
$518K 0.03%
21,607
-2,320
289
$518K 0.03%
24,705
+3,440
290
$517K 0.03%
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291
$508K 0.03%
5,298
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292
$507K 0.03%
16,682
-773
293
$504K 0.03%
4,657
-3,155
294
$501K 0.03%
1,778
-307
295
$500K 0.03%
3,677
-249
296
$499K 0.03%
6,522
-2,373
297
$499K 0.03%
3,265
-59
298
$498K 0.03%
4,371
-328
299
$494K 0.03%
9,565
300
$491K 0.03%
5,415
+1,129
10 11
12
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