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
$354M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.37M
3
+$4.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.49M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.84M

Top Sells

1
+$2.87M
2
+$1.46M
3
+$969K
4
VV icon
Vanguard Large-Cap ETF
VV
+$890K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$803K

Sector Composition

1 Technology 0.5%
2 Industrials 0.44%
3 Healthcare 0.27%
4 Consumer Staples 0.23%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.19%
3,701
+2,112
52
$653K 0.18%
4,859
-43
53
$623K 0.18%
5,315
54
$617K 0.17%
8,211
+142
55
$613K 0.17%
14,762
-743
56
$608K 0.17%
9,753
-2,165
57
$606K 0.17%
22,611
+3,683
58
$602K 0.17%
22,560
+3,752
59
$573K 0.16%
21,195
+3,649
60
$556K 0.16%
6,832
-91
61
$549K 0.16%
10,765
+153
62
$545K 0.15%
17,766
+2,998
63
$539K 0.15%
19,991
+2,731
64
$533K 0.15%
19,644
+2,722
65
$488K 0.14%
16,313
-3,954
66
$485K 0.14%
10,448
+3,502
67
$474K 0.13%
3,797
+29
68
$427K 0.12%
7,757
+7
69
$424K 0.12%
18,756
-5,706
70
$416K 0.12%
10,624
+2,382
71
$373K 0.11%
4,654
+276
72
$368K 0.1%
3,228
+1,200
73
$361K 0.1%
+4,104
74
$330K 0.09%
+2,859
75
$328K 0.09%
21,066
-87
1 2
3
4