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
$534M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.8M
3
+$2.69M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.59M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.26M

Top Sells

1
+$1.86M
2
+$1.67M
3
+$1.05M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$835K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K

Sector Composition

1 Technology 4.28%
2 Consumer Discretionary 1.74%
3 Financials 1.63%
4 Healthcare 1.56%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.48%
88,588
+1,415
27
$2.49M 0.47%
22,066
-4,214
28
$2.45M 0.46%
38,897
-3,337
29
$2.04M 0.38%
35,181
+22
30
$2.04M 0.38%
52,277
+1,503
31
$2.02M 0.38%
24,463
+14,913
32
$1.98M 0.37%
9,966
33
$1.92M 0.36%
15,176
+2,667
34
$1.9M 0.36%
11,045
-553
35
$1.84M 0.35%
87,170
+931
36
$1.84M 0.34%
61,083
+31,518
37
$1.82M 0.34%
86,613
+849
38
$1.81M 0.34%
17,177
-912
39
$1.79M 0.34%
85,236
+850
40
$1.78M 0.33%
39,039
41
$1.77M 0.33%
17,053
+999
42
$1.74M 0.33%
6,385
-2,570
43
$1.73M 0.32%
45,272
+703
44
$1.73M 0.32%
27,498
-558
45
$1.68M 0.31%
61,208
-5,546
46
$1.66M 0.31%
4,939
-234
47
$1.62M 0.3%
+77,894
48
$1.6M 0.3%
54,050
+1,400
49
$1.59M 0.3%
16,894
-1,010
50
$1.59M 0.3%
12,345
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