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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$422K 0.02%
7,041
+1,101
327
$422K 0.02%
5,748
-59
328
$421K 0.02%
8,661
-1,661
329
$412K 0.02%
3,428
+426
330
$408K 0.02%
+3,355
331
$403K 0.02%
4,172
+832
332
$401K 0.02%
16,004
-2,348
333
$400K 0.02%
6,254
-307
334
$398K 0.02%
1,740
-43
335
$395K 0.02%
3,779
336
$388K 0.02%
3,610
-258
337
$387K 0.02%
3,595
338
$378K 0.01%
5,884
339
$366K 0.01%
2,952
-158
340
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1,343
-172
341
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343
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-6,196
344
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235
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345
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5,424
346
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11,004
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347
$345K 0.01%
783
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348
$341K 0.01%
1,203
+158
349
$341K 0.01%
4,531
-991
350
$341K 0.01%
980
-21
12 13
14
15 16