EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.5M
3
+$1.38M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.38M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.14M

Top Sells

1
+$401K
2
+$309K
3
+$229K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K
5
VV icon
Vanguard Large-Cap ETF
VV
+$181K

Sector Composition

1 Technology 2.73%
2 Financials 0.9%
3 Consumer Discretionary 0.8%
4 Healthcare 0.76%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.48%
98,536
+6,531
27
$2.05M 0.47%
47,019
28
$2.02M 0.47%
93,770
+7,650
29
$1.95M 0.45%
91,617
+1,896
30
$1.93M 0.45%
85,417
+1,622
31
$1.86M 0.43%
15,873
+5,165
32
$1.83M 0.42%
45,317
+4,332
33
$1.78M 0.41%
64,346
+82
34
$1.77M 0.41%
50,762
35
$1.75M 0.4%
29,472
-895
36
$1.72M 0.4%
80,723
+1,898
37
$1.71M 0.39%
17,105
+200
38
$1.63M 0.38%
26,342
-1,310
39
$1.49M 0.34%
39,230
-112
40
$1.42M 0.33%
26,375
+9,481
41
$1.41M 0.32%
50,229
+3,918
42
$1.4M 0.32%
65,452
+1,871
43
$1.38M 0.32%
+30,830
44
$1.31M 0.3%
62,037
+2,093
45
$1.3M 0.3%
5,132
-130
46
$1.3M 0.3%
5,167
-104
47
$1.29M 0.3%
18,261
-33
48
$1.27M 0.29%
13,770
-495
49
$1.2M 0.28%
24,980
-2,780
50
$1.09M 0.25%
9,932
-735
1
2
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