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
326
$295K 0.02%
4,807
+481
327
$294K 0.02%
2,221
-882
328
$290K 0.02%
+4,557
329
$289K 0.02%
+9,640
330
$287K 0.02%
+4,758
331
$285K 0.02%
+12,245
332
$283K 0.02%
4,797
333
$283K 0.02%
+1,708
334
$278K 0.02%
+11,451
335
$274K 0.02%
1,404
-20
336
$270K 0.02%
1,799
337
$269K 0.02%
17,111
+1,450
338
$266K 0.02%
582
-74
339
$259K 0.02%
+3,593
340
$257K 0.02%
+7,109
341
$255K 0.02%
14,907
342
$252K 0.02%
11,473
-17
343
$251K 0.02%
1,590
-300
344
$250K 0.02%
1,900
345
$249K 0.02%
10,991
+491
346
$247K 0.02%
3,321
-10,115
347
$237K 0.02%
2,452
-1,400
348
$236K 0.02%
+2,390
349
$236K 0.02%
669
350
$235K 0.02%
3,283
-2,821
12 13
14
15 16