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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$297K 0.01%
1,117
-341
427
$292K 0.01%
+2,085
428
$292K 0.01%
18,512
+362
429
$288K 0.01%
+2,011
430
$288K 0.01%
+4,259
431
$282K 0.01%
+3,095
432
$282K 0.01%
14,592
433
$280K 0.01%
+8,145
434
$280K 0.01%
+1,752
435
$275K 0.01%
6,525
436
$274K 0.01%
+1,751
437
$273K 0.01%
2,664
-1,395
438
$269K 0.01%
+1,971
439
$267K 0.01%
1,670
-587
440
$265K 0.01%
408
+6
441
$262K 0.01%
+4,964
442
$261K 0.01%
1,428
443
$261K 0.01%
+2,330
444
$259K 0.01%
+6,396
445
$258K 0.01%
+3,026
446
$256K 0.01%
4,522
-4,472
447
$255K 0.01%
+3,323
448
$252K 0.01%
2,300
449
$250K 0.01%
2,042
450
$247K 0.01%
+3,514
16 17
18
19 20