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
$534M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.8M
3
+$2.69M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.59M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.26M

Top Sells

1
+$1.86M
2
+$1.67M
3
+$1.05M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$835K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K

Sector Composition

1 Technology 4.28%
2 Consumer Discretionary 1.74%
3 Financials 1.63%
4 Healthcare 1.56%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.29%
76,155
+1,138
52
$1.54M 0.29%
31,024
-6,695
53
$1.5M 0.28%
58,058
+22,712
54
$1.4M 0.26%
30,830
55
$1.34M 0.25%
18,259
-735
56
$1.32M 0.25%
26,949
+1,649
57
$1.25M 0.23%
+25,634
58
$1.2M 0.23%
59,565
+1,064
59
$1.19M 0.22%
59,454
+913
60
$1.05M 0.2%
5,403
-2,128
61
$1.04M 0.2%
6,971
+686
62
$1.04M 0.2%
31,298
+11,585
63
$1.03M 0.19%
4,934
+56
64
$1.02M 0.19%
13,116
-23,844
65
$1.01M 0.19%
23,935
+8,482
66
$997K 0.19%
21,153
67
$980K 0.18%
5,252
+831
68
$938K 0.18%
19,764
+3,936
69
$921K 0.17%
15,671
70
$919K 0.17%
37,998
-1,751
71
$902K 0.17%
35,939
-1,642
72
$896K 0.17%
11,245
-2,663
73
$878K 0.16%
7,818
+5,122
74
$868K 0.16%
24,078
+3,579
75
$868K 0.16%
35,785
-2,432
1 2
3
4 5