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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$225K 0.01%
1,090
+258
427
$224K 0.01%
6,212
+110
428
$219K 0.01%
2,300
429
$216K 0.01%
1,626
-276
430
$216K 0.01%
660
+10
431
$212K 0.01%
1,775
432
$212K 0.01%
+2,175
433
$211K 0.01%
5,445
-7,730
434
$210K 0.01%
+940
435
$209K 0.01%
+3,554
436
$208K 0.01%
+10,223
437
$206K 0.01%
3,709
-327
438
$202K 0.01%
4,800
+135
439
$201K 0.01%
5,014
-1,785
440
$201K 0.01%
316
-315
441
$201K 0.01%
+3,370
442
$200K 0.01%
+2,791
443
$199K 0.01%
10,451
444
$196K 0.01%
10,500
445
$187K 0.01%
17,153
-7,959
446
$162K 0.01%
16,221
-4,500
447
$118K 0.01%
+11,211
448
$109K 0.01%
+12,689
449
$88K ﹤0.01%
10,533
450
$79K ﹤0.01%
17,580
+1,235
16 17
18
19 20