EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
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
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.25%
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
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429
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430
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431
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432
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433
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434
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435
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-10,344
436
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