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
501
$200K 0.01%
2,425
502
$200K 0.01%
+660
503
$178K 0.01%
+11,345
504
$171K 0.01%
20,721
505
$163K 0.01%
+11,220
506
$150K 0.01%
10,533
507
$144K 0.01%
15,359
+649
508
$96K ﹤0.01%
20,000
509
$81K ﹤0.01%
+12,010
510
$77K ﹤0.01%
12,555
511
$71K ﹤0.01%
11,095
-58,301
512
$61K ﹤0.01%
38,664
-500
513
$48K ﹤0.01%
23,405
+617
514
$47K ﹤0.01%
277
515
$16K ﹤0.01%
13,686
-15,570
516
$5K ﹤0.01%
2
517
– –
-1,935
518
– –
-6,020
519
– –
-2,778
520
– –
-442
521
– –
-10,037
522
– –
-1,762
523
– –
-2,500
524
– –
-16,045
525
– –
-3,927
18 19 20
21
22