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
401
$344K 0.02%
1,258
-230
402
$343K 0.02%
2,039
+186
403
$342K 0.02%
+900
404
$335K 0.02%
1,935
-674
405
$329K 0.02%
4,268
406
$328K 0.02%
3,825
+32
407
$324K 0.02%
3,981
+183
408
$324K 0.02%
13,730
-9,115
409
$321K 0.02%
+2,806
410
$320K 0.02%
4,797
411
$318K 0.02%
7,714
-3,473
412
$314K 0.02%
1,625
+11
413
$313K 0.02%
5,371
+78
414
$312K 0.02%
7,250
415
$310K 0.02%
+1,738
416
$309K 0.02%
655
-2
417
$308K 0.02%
+2,678
418
$308K 0.02%
8,282
-6,606
419
$306K 0.02%
2,684
-34
420
$302K 0.02%
909
421
$300K 0.02%
2,840
+16
422
$299K 0.01%
+4,151
423
$298K 0.01%
5,489
-3,064
424
$297K 0.01%
3,505
-1,229
425
$297K 0.01%
4,090
-1,850
15 16
17
18 19