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
401
$274K 0.01%
+8,340
402
$273K 0.01%
1,154
-4
403
$273K 0.01%
8,552
404
$272K 0.01%
2,458
-2,053
405
$269K 0.01%
1,337
-5,243
406
$268K 0.01%
3,372
-412
407
$262K 0.01%
1,968
-85
408
$252K 0.01%
1,767
+339
409
$251K 0.01%
2,136
+420
410
$248K 0.01%
2,681
-281
411
$245K 0.01%
3,700
-1,304
412
$243K 0.01%
7,712
-2,116
413
$242K 0.01%
12,430
+245
414
$240K 0.01%
+8,708
415
$238K 0.01%
7,620
+650
416
$238K 0.01%
1,009
417
$236K 0.01%
+1,039
418
$234K 0.01%
4,086
+71
419
$231K 0.01%
3,932
+50
420
$230K 0.01%
+1,936
421
$230K 0.01%
+4,639
422
$230K 0.01%
+4,000
423
$228K 0.01%
3,712
-1,225
424
$226K 0.01%
12,423
-5,055
425
$226K 0.01%
+5,763
15 16
17
18 19