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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
$1.91B
AUM Growth
-$100M
(-5%)
Holding
543
Top Buys
| 1 | +$58.3M | |
| 2 | +$10.6M | |
| 3 | +$9.19M | |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$8.08M |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$6.71M |
Top Sells
| 1 | +$9.63M | |
| 2 | +$5.67M | |
| 3 | +$4.23M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.28M |
| 5 |
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% |