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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.1M 0.75%
196,666
-55,721
27
$17.4M 0.68%
137,056
+21,467
28
$16.1M 0.63%
1,005,010
-22,641
29
$15.8M 0.62%
300,734
+1,647
30
$15.8M 0.62%
27,920
+896
31
$15.1M 0.59%
89,735
+7,738
32
$14.1M 0.55%
177,041
+9,633
33
$13.6M 0.53%
115,994
+15,274
34
$13.4M 0.53%
26,307
+242
35
$13.3M 0.52%
635,985
-13,805
36
$13.1M 0.51%
243,559
+24,123
37
$12.9M 0.51%
98,734
+43,726
38
$12.9M 0.5%
540,042
+82,198
39
$12.8M 0.5%
396,840
+78,916
40
$12.6M 0.49%
747,000
-10,773
41
$12.6M 0.49%
50,337
+25,674
42
$12.6M 0.49%
322,380
+30,499
43
$12.5M 0.49%
146,205
-127,357
44
$12.2M 0.48%
361,850
+22,994
45
$12.1M 0.48%
2,037
+103
46
$12M 0.47%
61,488
+174
47
$11.6M 0.45%
61,437
-4,731
48
$11.4M 0.45%
165,228
+8,988
49
$11.4M 0.44%
113,489
-3,684
50
$10.8M 0.42%
50,763
+3,000
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