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
351
$362K 0.02%
1,663
-6,193
352
$361K 0.02%
12,230
-1,150
353
$359K 0.02%
9,155
-3,479
354
$357K 0.02%
5,748
+3,000
355
$352K 0.02%
9,858
-4,828
356
$349K 0.02%
3,779
357
$345K 0.02%
2,319
-17
358
$344K 0.02%
+13,059
359
$342K 0.02%
18,750
360
$339K 0.02%
+1,127
361
$338K 0.02%
3,707
-900
362
$333K 0.02%
+14,226
363
$331K 0.02%
2,389
+1,089
364
$331K 0.02%
16,132
+3,000
365
$331K 0.02%
3,088
+329
366
$330K 0.02%
2,119
-562
367
$330K 0.02%
2,523
-2,322
368
$329K 0.02%
7,901
+3,237
369
$329K 0.02%
1,662
370
$326K 0.02%
5,838
+111
371
$325K 0.02%
8,838
+6,447
372
$324K 0.02%
+3,180
373
$319K 0.02%
3,805
+992
374
$317K 0.02%
5,135
-3,507
375
$317K 0.02%
3,866
-2,713
13 14
15
16 17