EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$58.3M
2
+$10.6M
3
+$9.19M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$8.08M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.71M

Top Sells

1
+$9.63M
2
+$5.67M
3
+$4.23M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.28M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.21M

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
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