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
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.17M 0.78%
262,012
-206,612
27
$6.68M 0.73%
379,858
+201,130
28
$6.67M 0.73%
76,131
+11,270
29
$6.28M 0.69%
138,116
+6,466
30
$5.69M 0.62%
35,305
+5,914
31
$5.45M 0.6%
104,369
+71,641
32
$5.13M 0.56%
153,047
+112,715
33
$5.07M 0.55%
39,334
+35
34
$4.88M 0.53%
179,712
-7,740
35
$4.82M 0.53%
159,393
+83,317
36
$4.42M 0.48%
133,589
+107,032
37
$4.29M 0.47%
48,308
+23,876
38
$4.12M 0.45%
47,586
-103,178
39
$4.12M 0.45%
21,650
+8,389
40
$4.04M 0.44%
14,179
+355
41
$3.63M 0.4%
246,255
+215,736
42
$3.6M 0.39%
171,239
+121,059
43
$3.5M 0.38%
209,158
+135,936
44
$3.44M 0.38%
166,341
+6,719
45
$3.43M 0.37%
63,342
-8,990
46
$3.21M 0.35%
85,520
-2,700
47
$3.08M 0.34%
126,206
-96,576
48
$3.05M 0.33%
43,132
-7,785
49
$3.04M 0.33%
99,198
-28,068
50
$3.03M 0.33%
70,597
-8,988
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