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
326
$421K 0.02%
10,502
-1,832
327
$421K 0.02%
7,662
-1,617
328
$416K 0.02%
19,676
+650
329
$415K 0.02%
+5,227
330
$414K 0.02%
1,325
-871
331
$412K 0.02%
2,129
-401
332
$411K 0.02%
2,919
+185
333
$409K 0.02%
+3,819
334
$409K 0.02%
+18,323
335
$403K 0.02%
+4,685
336
$397K 0.02%
13,390
+5,245
337
$393K 0.02%
7,107
-4,939
338
$390K 0.02%
+21,474
339
$386K 0.02%
+8,999
340
$379K 0.02%
1,775
-803
341
$376K 0.02%
1,394
-6
342
$375K 0.02%
8,810
-520
343
$375K 0.02%
12,240
-4,225
344
$374K 0.02%
5,473
-1,014
345
$373K 0.02%
4,124
-656
346
$370K 0.02%
2,690
+392
347
$369K 0.02%
2,121
-37
348
$366K 0.02%
1,864
+250
349
$366K 0.02%
1,837
-664
350
$363K 0.02%
+12,790
12 13
14
15 16