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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 0.67%
140,002
+36,122
27
$4.12M 0.6%
87,559
+5,520
28
$3.96M 0.58%
66,429
+8,574
29
$3.8M 0.55%
36,509
+4,598
30
$3.67M 0.53%
34,079
+2,120
31
$3.21M 0.47%
26,020
+3,559
32
$2.88M 0.42%
110,686
-637
33
$2.85M 0.41%
33,231
+3,790
34
$2.8M 0.41%
73,616
+24,998
35
$2.79M 0.41%
97,849
-1,399
36
$2.73M 0.4%
66,858
-6,902
37
$2.73M 0.4%
11,268
-77
38
$2.65M 0.39%
86,898
+2,148
39
$2.51M 0.36%
22,161
-1,323
40
$2.41M 0.35%
36,680
-3,791
41
$2.4M 0.35%
114,117
+12,642
42
$2.37M 0.34%
112,431
+615
43
$2.36M 0.34%
111,320
+494
44
$2.3M 0.33%
42,834
+11,125
45
$2.28M 0.33%
36,394
-50
46
$2.23M 0.32%
28,101
+17,754
47
$2.2M 0.32%
27,262
+1,785
48
$2.18M 0.32%
12,153
-924
49
$2.15M 0.31%
9,088
50
$2.14M 0.31%
101,119
+870
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