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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.8M 0.72%
129,509
+7,889
27
$13.2M 0.69%
274,050
-9,943
28
$13.1M 0.69%
125,615
+25,790
29
$13.1M 0.68%
247,370
+59,975
30
$12.5M 0.66%
114,720
+45,900
31
$12.4M 0.65%
296,883
+45,061
32
$12.3M 0.64%
115,335
+41,193
33
$12.3M 0.64%
69,088
-1,665
34
$12.1M 0.64%
68,890
-244
35
$11.9M 0.63%
802,485
-67,905
36
$11.7M 0.61%
67,987
-45
37
$11.6M 0.61%
31,607
+19
38
$11.4M 0.6%
533,199
+153,133
39
$10.8M 0.57%
363,473
+224,378
40
$9.7M 0.51%
154,559
-22,477
41
$9.62M 0.5%
91,870
+88,310
42
$9.59M 0.5%
50,833
-2,240
43
$9.04M 0.47%
167,827
+66,059
44
$8.8M 0.46%
422,832
+125,337
45
$8.61M 0.45%
80,792
+39,308
46
$8.43M 0.44%
178,392
+49,236
47
$8.01M 0.42%
180,999
+1,406
48
$7.74M 0.41%
159,131
+23,772
49
$7.64M 0.4%
52,744
+34,321
50
$7.63M 0.4%
228,475
-6,018
1
2
3 4 5