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
376
$289K 0.01%
1,097
+43
377
$289K 0.01%
2,847
+4
378
$285K 0.01%
+2,799
379
$283K 0.01%
10,495
-826
380
$282K 0.01%
1,982
+181
381
$279K 0.01%
1,628
-90
382
$278K 0.01%
1,370
-295
383
$276K 0.01%
1,588
+216
384
$276K 0.01%
13,352
+1,322
385
$275K 0.01%
+6,432
386
$273K 0.01%
1,962
-35
387
$268K 0.01%
1,348
+219
388
$268K 0.01%
14,592
389
$268K 0.01%
19,097
-4,737
390
$267K 0.01%
3,691
+1
391
$267K 0.01%
+1,462
392
$266K 0.01%
2,525
393
$262K 0.01%
2,346
+39
394
$262K 0.01%
+1,708
395
$261K 0.01%
1,620
396
$260K 0.01%
+6,906
397
$257K 0.01%
13,064
+1,936
398
$256K 0.01%
+8,910
399
$255K 0.01%
2,896
+426
400
$255K 0.01%
15,381
+3,916
14 15
16
17 18