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
301
$136K 0.01%
13,986
-1,694
302
$124K 0.01%
13,865
-265
303
$105K 0.01%
8,753
304
$96K 0.01%
12,152
-1,700
305
$65K 0.01%
13,435
+2,097
306
$43K ﹤0.01%
+13,077
307
$39K ﹤0.01%
32,765
+11,957
308
$27K ﹤0.01%
20,000
309
$20K ﹤0.01%
11,305
310
$19K ﹤0.01%
18,520
311
$7K ﹤0.01%
+2
312
$3K ﹤0.01%
100
+44
313
– –
-180
314
– –
-2,463
315
– –
-5,256
316
– –
-6,372
317
– –
-860
318
– –
-4,348
319
– –
-2,945
320
– –
-5,446
321
– –
-10,816
322
– –
-3,952
323
– –
-2,779
324
– –
-5,070
325
– –
-2,097
11 12
13
14 15