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
301
$484K 0.03%
2,768
-464
302
$484K 0.03%
22,202
-458
303
$482K 0.03%
21,691
-962
304
$480K 0.03%
6,880
+20
305
$476K 0.03%
22,782
-120
306
$469K 0.02%
1,135
-32
307
$468K 0.02%
6,940
+45
308
$467K 0.02%
2,661
-285
309
$464K 0.02%
3,017
-10
310
$462K 0.02%
21,042
-773
311
$461K 0.02%
7,644
-1,696
312
$457K 0.02%
6,011
+207
313
$453K 0.02%
+1,719
314
$452K 0.02%
5,989
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315
$451K 0.02%
+6,894
316
$451K 0.02%
12,965
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317
$449K 0.02%
40,357
-26,317
318
$443K 0.02%
8,659
+2,982
319
$442K 0.02%
+17,065
320
$442K 0.02%
4,405
321
$441K 0.02%
2,537
-690
322
$439K 0.02%
+13,920
323
$433K 0.02%
+1,547
324
$423K 0.02%
14,560
+543
325
$422K 0.02%
+3,762
11 12
13
14 15