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
401
$255K 0.01%
8,222
-4,299
402
$255K 0.01%
6,233
+992
403
$253K 0.01%
2,911
+30
404
$251K 0.01%
+2,447
405
$249K 0.01%
9,527
406
$247K 0.01%
2,013
-1,165
407
$247K 0.01%
556
-82
408
$246K 0.01%
+4,087
409
$246K 0.01%
5,650
+232
410
$245K 0.01%
3,808
+60
411
$245K 0.01%
2,600
412
$245K 0.01%
2,474
413
$241K 0.01%
+8,804
414
$241K 0.01%
348
-98
415
$240K 0.01%
+2,700
416
$235K 0.01%
2,112
+15
417
$233K 0.01%
2,108
+274
418
$232K 0.01%
+4,281
419
$230K 0.01%
+2,916
420
$230K 0.01%
3,448
421
$229K 0.01%
5,000
-993
422
$228K 0.01%
3,046
-102
423
$226K 0.01%
29,548
+16,128
424
$226K 0.01%
+8,817
425
$226K 0.01%
+4,356
15 16
17
18 19