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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.3%
28,194
+3,818
52
$2.05M 0.3%
98,731
+566
53
$1.94M 0.28%
12,345
54
$1.9M 0.28%
16,251
+11,494
55
$1.85M 0.27%
54,259
+10,480
56
$1.76M 0.26%
10,025
+2,257
57
$1.76M 0.26%
35,944
-11,766
58
$1.74M 0.25%
83,765
+1,232
59
$1.69M 0.25%
12,532
+8,243
60
$1.67M 0.24%
16,053
+2,156
61
$1.65M 0.24%
59,751
+9,617
62
$1.62M 0.24%
10,580
+257
63
$1.61M 0.23%
16,230
+67
64
$1.6M 0.23%
58,162
+202
65
$1.58M 0.23%
+76,854
66
$1.57M 0.23%
27,293
-264
67
$1.57M 0.23%
9,393
+2,530
68
$1.53M 0.22%
5,387
+1,981
69
$1.5M 0.22%
7,799
+912
70
$1.48M 0.22%
10,599
-87
71
$1.44M 0.21%
+56,500
72
$1.42M 0.21%
9,058
-183
73
$1.34M 0.19%
30,526
+10,619
74
$1.3M 0.19%
32,392
+3,506
75
$1.27M 0.19%
17,422
-935
1 2
3
4 5