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
451
$120K ﹤0.01%
+19,762
452
$114K ﹤0.01%
13,600
+3,390
453
$67.3K ﹤0.01%
17,580
454
$67.1K ﹤0.01%
+10,025
455
$41.9K ﹤0.01%
+623
456
$38.2K ﹤0.01%
+13,163
457
$34.9K ﹤0.01%
21,800
458
$29.2K ﹤0.01%
10,000
459
$25.4K ﹤0.01%
13,650
460
$8.39K ﹤0.01%
10,250
461
$7.46K ﹤0.01%
+421
462
$4.49K ﹤0.01%
15,000
463
– –
-2,723
464
– –
-775
465
– –
-12,451
466
– –
-4,994
467
– –
-2,306
468
– –
-5,661
469
– –
-2,286
470
– –
-7,553
471
– –
-9,033
472
– –
-3,829
473
– –
-2,048
474
– –
-2,240
475
– –
-1,360
16 17 18
19
20