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
376
$315K 0.02%
+3,340
377
$314K 0.02%
2,284
378
$312K 0.02%
2,479
-1,143
379
$312K 0.02%
4,797
380
$310K 0.02%
4,824
+1,031
381
$309K 0.02%
11,625
-4,285
382
$306K 0.02%
+5,693
383
$302K 0.02%
1,796
-50
384
$302K 0.02%
18,032
-23,375
385
$302K 0.02%
4,174
-96
386
$301K 0.02%
3,167
+22
387
$300K 0.02%
5,449
+911
388
$298K 0.02%
6,740
-96
389
$297K 0.02%
2,799
+113
390
$296K 0.02%
+12,827
391
$294K 0.02%
1,198
-559
392
$294K 0.02%
1,711
-102
393
$290K 0.02%
6,369
+1,269
394
$287K 0.02%
5,949
-155
395
$287K 0.02%
2,465
-24
396
$282K 0.01%
2,400
-101
397
$281K 0.01%
+2,600
398
$277K 0.01%
16,542
399
$277K 0.01%
1,150
-1
400
$275K 0.01%
3,939
-212
14 15
16
17 18