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
301
$343K 0.03%
4,082
302
$341K 0.03%
2,252
-368
303
$338K 0.03%
+1,577
304
$335K 0.03%
7,250
305
$332K 0.03%
+5,191
306
$331K 0.03%
+1,177
307
$331K 0.03%
13,471
-8,176
308
$330K 0.03%
6,196
-1,960
309
$329K 0.03%
2,342
-3,926
310
$327K 0.03%
+993
311
$326K 0.03%
+5,973
312
$324K 0.03%
+10,399
313
$323K 0.03%
2,840
-786
314
$322K 0.03%
+2,725
315
$319K 0.03%
3,778
316
$312K 0.03%
5,139
317
$312K 0.03%
2,204
+1
318
$311K 0.02%
+1,809
319
$310K 0.02%
1,532
+117
320
$307K 0.02%
1,175
+13
321
$305K 0.02%
2,059
322
$303K 0.02%
3,182
+45
323
$303K 0.02%
1,530
-490
324
$301K 0.02%
3,672
-112
325
$298K 0.02%
+1,300
11 12
13
14 15