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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$458K 0.02%
+4,986
352
$454K 0.02%
3,413
-1,887
353
$453K 0.02%
2,973
+733
354
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+5,969
355
$452K 0.02%
2,392
+537
356
$452K 0.02%
+1,930
357
$450K 0.02%
16,480
+4,376
358
$449K 0.02%
5,156
-140
359
$448K 0.02%
10,153
-5,992
360
$448K 0.02%
35,692
-436
361
$446K 0.02%
6,378
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362
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3,779
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363
$444K 0.02%
6,584
+1,413
364
$437K 0.02%
4,910
365
$436K 0.02%
3,224
+1,324
366
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5,988
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367
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1,682
368
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3,265
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369
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1,584
370
$423K 0.02%
11,474
-11,535
371
$422K 0.02%
+1,404
372
$421K 0.02%
20,584
+6,392
373
$420K 0.02%
22,990
374
$417K 0.02%
17,319
-13,091
375
$417K 0.02%
5,760
-500
13 14
15
16 17