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
476
$223K 0.01%
+12,000
477
$222K 0.01%
+1,074
478
$222K 0.01%
+2,448
479
$221K 0.01%
644
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480
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481
$221K 0.01%
10,451
482
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+1,296
483
$220K 0.01%
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484
$216K 0.01%
1,263
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485
$215K 0.01%
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486
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4,664
487
$212K 0.01%
3,090
-1,735
488
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489
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4,903
-29
490
$211K 0.01%
+1,031
491
$211K 0.01%
+2,804
492
$210K 0.01%
+2,270
493
$210K 0.01%
4,045
494
$208K 0.01%
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495
$206K 0.01%
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496
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497
$201K 0.01%
4,798
+300
498
$201K 0.01%
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499
$200K 0.01%
2,254
-2,009
500
$200K 0.01%
+3,332
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