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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 0.79%
69,874
+8,980
27
$15.6M 0.78%
95,878
+4,172
28
$15.4M 0.77%
813,810
+13,470
29
$15.3M 0.76%
109,529
+9,267
30
$15.3M 0.76%
750,906
+73,040
31
$14.8M 0.74%
67,103
-2,069
32
$14M 0.7%
39,753
-24,741
33
$13.6M 0.68%
40,413
+1,076
34
$12.6M 0.63%
73,844
-5,037
35
$12.6M 0.63%
52,011
+7,041
36
$12.4M 0.62%
155,976
+27,539
37
$11.6M 0.58%
233,810
+37,311
38
$11.4M 0.57%
378,232
+42,666
39
$10.8M 0.54%
414,437
+55,200
40
$10.8M 0.54%
166,739
+32,902
41
$9.79M 0.49%
84,154
+696
42
$9.44M 0.47%
290,325
+41,945
43
$9.38M 0.47%
64,840
+8,080
44
$8.91M 0.44%
348,024
+1,544
45
$8.78M 0.44%
162,677
+25,152
46
$8.47M 0.42%
142,870
+16,523
47
$7.92M 0.4%
13,953
-128
48
$7.58M 0.38%
195,027
+17,143
49
$7.56M 0.38%
19,008
-159
50
$7.33M 0.37%
249,250
-35,070
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