EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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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-14,726
427
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428
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429
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-10,660
430
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-10,344
431
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-10,345
432
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-3,086
433
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-10,545
434
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-3,949
435
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-1,500
436
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-10,898
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