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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$2.22M
3
+$2.17M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.73M

Top Sells

1
+$24M
2
+$20.4M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$9.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.03M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.31%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-10,000
427
– –
-13,701
428
– –
-11,611
429
– –
-14,726
430
– –
-16,140
431
– –
-11,103
432
– –
-10,660
433
– –
-10,344
434
– –
-10,345
435
– –
-13,938
436
– –
-3,086
14 15 16 17
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