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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$225K 0.01%
2,500
427
$225K 0.01%
4,319
+8
428
$223K 0.01%
+4,479
429
$220K 0.01%
2,809
-1,455
430
$220K 0.01%
505
-111
431
$215K 0.01%
+1,578
432
$215K 0.01%
736
+50
433
$215K 0.01%
+14,539
434
$215K 0.01%
+727
435
$214K 0.01%
10,500
-288
436
$214K 0.01%
7,172
-120
437
$211K 0.01%
+7,507
438
$211K 0.01%
1,402
-53
439
$209K 0.01%
+5,077
440
$208K 0.01%
+6,192
441
$207K 0.01%
757
+43
442
$205K 0.01%
+13,741
443
$204K 0.01%
+2,000
444
$202K 0.01%
2,300
445
$202K 0.01%
1,152
-38
446
$197K 0.01%
28,163
447
$197K 0.01%
11,155
-2,796
448
$194K 0.01%
18,276
+7,523
449
$164K 0.01%
+12,987
450
$133K 0.01%
14,712
+1,962
16 17
18
19 20