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
$403M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$3.39M
3
+$2.17M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Top Sells

1
+$5.97M
2
+$906K
3
+$817K
4
VV icon
Vanguard Large-Cap ETF
VV
+$775K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$523K

Sector Composition

1 Technology 0.73%
2 Industrials 0.36%
3 Healthcare 0.26%
4 Energy 0.21%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$742K 0.18%
27,065
+845
52
$741K 0.18%
27,539
+873
53
$723K 0.18%
10,908
+249
54
$720K 0.18%
15,438
+87
55
$712K 0.18%
25,814
+1,523
56
$710K 0.18%
26,828
+305
57
$666K 0.17%
5,468
+2
58
$665K 0.16%
24,219
+441
59
$634K 0.16%
8,324
-773
60
$631K 0.16%
5,271
61
$614K 0.15%
23,130
+654
62
$610K 0.15%
19,786
+4,901
63
$596K 0.15%
4,730
-114
64
$586K 0.15%
13,594
+6,465
65
$581K 0.14%
2,947
+1,701
66
$572K 0.14%
10,807
67
$553K 0.14%
7,031
+31
68
$468K 0.12%
3,587
+419
69
$467K 0.12%
5,680
+1,703
70
$464K 0.12%
19,872
-105
71
$451K 0.11%
7,765
+8
72
$437K 0.11%
28,444
73
$414K 0.1%
8,073
+675
74
$387K 0.1%
3,266
+38
75
$383K 0.09%
9,898
-100
1 2
3
4 5