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

Top Buys

1
+$46.7M
2
+$15.6M
3
+$6.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.66M

Top Sells

1
+$11M
2
+$6.03M
3
+$5.41M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.16M
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
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