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EWM
Empirical Wealth Management Portfolio holdings
AUM
$5.75B
1-Year Est. Return
21.16%
This Fund
S&P 500
1 Year Est. Return
+21.16%
AUM
$2.54B
AUM Growth
+$63.9M
(+2.6%)
Holding
498
Top Buys
| 1 | +$46.7M | |
| 2 | +$15.6M | |
| 3 | +$6.6M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.07M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$5.66M |
Top Sells
| 1 | +$11M | |
| 2 | +$6.03M | |
| 3 | +$5.41M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$3.16M |
| 5 |
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% |