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
$403M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$3.39M
3
+$2.17M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Top Sells

1
+$5.97M
2
+$906K
3
+$817K
4
VV icon
Vanguard Large-Cap ETF
VV
+$775K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$523K

Sector Composition

1 Technology 0.73%
2 Industrials 0.36%
3 Healthcare 0.26%
4 Energy 0.21%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.53%
100,905
+4,677
27
$2.14M 0.53%
100,865
+4,523
28
$2.11M 0.52%
30,855
+3,712
29
$2.02M 0.5%
18,490
+3,404
30
$1.97M 0.49%
54,596
+9,089
31
$1.86M 0.46%
112,894
-5,732
32
$1.7M 0.42%
54,452
-1,056
33
$1.67M 0.41%
28,704
+147
34
$1.65M 0.41%
31,212
-2,082
35
$1.6M 0.4%
19,947
-6,507
36
$1.56M 0.39%
18,841
+111
37
$1.48M 0.37%
23,825
-303
38
$1.48M 0.37%
24,531
-4,202
39
$1.42M 0.35%
30,515
+12
40
$1.4M 0.35%
60,312
+3,752
41
$1.34M 0.33%
27,563
+3,680
42
$1.31M 0.33%
31,454
+20
43
$1.31M 0.32%
26,119
-1,134
44
$1.24M 0.31%
35,867
-5,171
45
$1.15M 0.29%
24,187
-180
46
$995K 0.25%
23,009
+119
47
$990K 0.25%
5,060
+1,853
48
$961K 0.24%
24,605
+472
49
$945K 0.23%
11,672
-234
50
$945K 0.23%
44,947
-1,721
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2
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