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
351
$334K 0.01%
8,756
-105
352
$334K 0.01%
2,549
+159
353
$333K 0.01%
5,609
+250
354
$329K 0.01%
5,612
-199
355
$328K 0.01%
10,110
-4,619
356
$328K 0.01%
11,969
+386
357
$321K 0.01%
13,487
-150
358
$320K 0.01%
1,575
+145
359
$320K 0.01%
1,788
-158
360
$319K 0.01%
5,966
361
$318K 0.01%
4,758
-2,222
362
$313K 0.01%
9,747
-4,728
363
$310K 0.01%
2,149
-1
364
$310K 0.01%
+8,905
365
$308K 0.01%
+7,832
366
$303K 0.01%
2,136
+59
367
$300K 0.01%
3,866
-150
368
$298K 0.01%
4,797
369
$298K 0.01%
5,393
-4,527
370
$297K 0.01%
+3,262
371
$295K 0.01%
1,287
+112
372
$295K 0.01%
+9,864
373
$292K 0.01%
+1,536
374
$291K 0.01%
16,304
+1,278
375
$290K 0.01%
1,711
+73
13 14
15
16 17