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
351
$235K 0.02%
+2,382
352
$234K 0.02%
+752
353
$234K 0.02%
+4,042
354
$233K 0.02%
+2,505
355
$227K 0.02%
+3,416
356
$223K 0.02%
+3,333
357
$221K 0.02%
+3,862
358
$221K 0.02%
+2,023
359
$220K 0.02%
+799
360
$220K 0.02%
+8,483
361
$218K 0.02%
+582
362
$217K 0.02%
+3,811
363
$214K 0.02%
10,533
364
$213K 0.02%
+2,095
365
$213K 0.02%
4,664
366
$212K 0.02%
+1,094
367
$211K 0.02%
+2,500
368
$207K 0.02%
741
-1,616
369
$207K 0.02%
4,333
-9,580
370
$204K 0.02%
+3,328
371
$204K 0.02%
+6,005
372
$201K 0.02%
+1,567
373
$201K 0.02%
+1,900
374
$200K 0.02%
+745
375
$195K 0.02%
+11,698
13 14
15
16 17