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
451
$247K 0.01%
+6,746
452
$247K 0.01%
3,708
-2,192
453
$246K 0.01%
2,654
-456
454
$245K 0.01%
+3,218
455
$242K 0.01%
1,480
-198
456
$241K 0.01%
2,500
457
$239K 0.01%
+849
458
$239K 0.01%
3,236
-180
459
$238K 0.01%
+1,560
460
$235K 0.01%
+1,337
461
$235K 0.01%
3,539
+310
462
$234K 0.01%
5,463
-76
463
$233K 0.01%
719
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464
$232K 0.01%
+945
465
$232K 0.01%
+2,656
466
$232K 0.01%
10,788
+288
467
$232K 0.01%
+4,993
468
$230K 0.01%
+1,879
469
$229K 0.01%
+3,226
470
$229K 0.01%
7,060
471
$228K 0.01%
950
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472
$228K 0.01%
+3,395
473
$227K 0.01%
2,748
474
$227K 0.01%
+715
475
$225K 0.01%
1,089
-310
17 18
19
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