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
276
$618K 0.02%
27,491
+524
277
$616K 0.02%
27,394
+65
278
$613K 0.02%
27,100
+387
279
$611K 0.02%
3,840
-5,994
280
$610K 0.02%
4,087
+1,112
281
$609K 0.02%
18,416
-1,742
282
$595K 0.02%
28,896
+370
283
$594K 0.02%
27,739
+540
284
$583K 0.02%
8,398
+139
285
$579K 0.02%
10,150
286
$572K 0.02%
24,333
+235
287
$570K 0.02%
82,091
288
$569K 0.02%
8,836
+1,249
289
$568K 0.02%
7,881
+31
290
$564K 0.02%
2,715
+222
291
$555K 0.02%
21,758
+2,783
292
$541K 0.02%
5,400
+1,169
293
$541K 0.02%
1,672
+303
294
$539K 0.02%
1,609
+200
295
$539K 0.02%
2,439
-76
296
$532K 0.02%
6,418
-180
297
$532K 0.02%
8,455
-167
298
$531K 0.02%
3,507
+5
299
$521K 0.02%
3,905
300
$516K 0.02%
2,626
+24
10 11
12
13 14