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
$354M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.37M
3
+$4.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.49M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.84M

Top Sells

1
+$2.87M
2
+$1.46M
3
+$969K
4
VV icon
Vanguard Large-Cap ETF
VV
+$890K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$803K

Sector Composition

1 Technology 0.5%
2 Industrials 0.44%
3 Healthcare 0.27%
4 Consumer Staples 0.23%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.5%
112,304
+15,040
27
$1.65M 0.47%
24,541
+2,564
28
$1.6M 0.45%
28,402
-2,467
29
$1.56M 0.44%
68,968
+11,203
30
$1.51M 0.43%
72,388
+10,966
31
$1.5M 0.43%
73,069
+12,197
32
$1.44M 0.41%
13,565
+1,382
33
$1.44M 0.41%
70,254
+12,746
34
$1.41M 0.4%
57,336
+6,729
35
$1.35M 0.38%
18,892
+979
36
$1.34M 0.38%
30,490
+13
37
$1.32M 0.37%
39,283
+8,115
38
$1.22M 0.34%
24,645
+7,437
39
$1.21M 0.34%
40,530
+11,610
40
$1.18M 0.33%
25,548
+1,205
41
$1.16M 0.33%
23,836
+9,307
42
$1.15M 0.33%
+34,198
43
$970K 0.27%
25,921
-5,326
44
$872K 0.25%
23,329
+1,246
45
$848K 0.24%
11,098
-224
46
$814K 0.23%
73,801
-280
47
$804K 0.23%
40,178
+21,440
48
$712K 0.2%
5,928
-546
49
$706K 0.2%
8,373
-189
50
$685K 0.19%
16,390
+3,003
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