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
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.25%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.25M 0.74%
578,100
-177,234
27
$8.17M 0.65%
70,430
-7,707
28
$7.97M 0.64%
37,253
-6,910
29
$7.86M 0.63%
298,063
-73,115
30
$7.25M 0.58%
244,482
-38,154
31
$7.14M 0.57%
144,018
-23,222
32
$7.06M 0.57%
135,585
-22,389
33
$7.01M 0.56%
23,808
-13,668
34
$6.79M 0.54%
89,459
+12,885
35
$6.45M 0.52%
202,795
+5,257
36
$6.37M 0.51%
292,842
-7,830
37
$6.23M 0.5%
193,953
-7,101
38
$6.17M 0.49%
29,858
-4,320
39
$6.14M 0.49%
128,153
-31,763
40
$5.79M 0.46%
14,563
+825
41
$5.79M 0.46%
104,566
-23,162
42
$5.71M 0.46%
26,960
-531
43
$5.2M 0.42%
51,604
44
$5.15M 0.41%
92,334
-998
45
$4.94M 0.4%
47,740
+10,460
46
$4.93M 0.39%
182,726
+9,252
47
$4.86M 0.39%
23,464
+6,663
48
$4.81M 0.39%
13,656
-253
49
$4.56M 0.37%
145,693
+13,083
50
$4.55M 0.36%
73,242
-24,130
1
2
3 4 5