EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.5M
3
+$1.38M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.38M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.14M

Top Sells

1
+$401K
2
+$309K
3
+$229K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K
5
VV icon
Vanguard Large-Cap ETF
VV
+$181K

Sector Composition

1 Technology 2.73%
2 Financials 0.9%
3 Consumer Discretionary 0.8%
4 Healthcare 0.76%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.23%
21,153
52
$986K 0.23%
39,895
+4,816
53
$950K 0.22%
37,498
+4,819
54
$948K 0.22%
37,987
+4,935
55
$918K 0.21%
10,090
+1,242
56
$914K 0.21%
36,164
+4,894
57
$907K 0.21%
35,691
+5,221
58
$888K 0.2%
12,010
+772
59
$872K 0.2%
16,562
-4,122
60
$859K 0.2%
13,806
61
$834K 0.19%
6,285
+820
62
$816K 0.19%
31,718
+4,580
63
$790K 0.18%
6,819
+328
64
$787K 0.18%
3,097
+3
65
$769K 0.18%
25,076
+371
66
$761K 0.18%
22,050
67
$748K 0.17%
7,890
+897
68
$747K 0.17%
5,138
+175
69
$736K 0.17%
7,795
70
$728K 0.17%
16,931
+1,720
71
$684K 0.16%
12,000
72
$674K 0.16%
10,502
-100
73
$666K 0.15%
6,175
74
$654K 0.15%
5,030
-511
75
$607K 0.14%
11,319
+2
1 2
3
4 5