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
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.3%
21,118
+857
52
$2.76M 0.3%
10,671
+4,955
53
$2.73M 0.3%
18,276
+1,743
54
$2.61M 0.28%
35,493
+4,375
55
$2.6M 0.28%
31,676
+1,675
56
$2.52M 0.28%
22,958
+6,787
57
$2.42M 0.27%
117,882
+69,507
58
$2.37M 0.26%
35,987
+1,919
59
$2.36M 0.26%
75,225
+47,709
60
$2.33M 0.25%
19,744
-923
61
$2.32M 0.25%
351,480
-48,480
62
$2.24M 0.24%
106,631
-1,870
63
$2.23M 0.24%
106,043
+151
64
$2.22M 0.24%
105,012
-642
65
$2.12M 0.23%
62,198
+14,287
66
$2.1M 0.23%
29,016
-700
67
$2.06M 0.23%
16,815
+50
68
$2.06M 0.23%
99,564
-1,827
69
$1.95M 0.21%
91,158
-5,089
70
$1.94M 0.21%
67,338
+28
71
$1.93M 0.21%
93,508
+8,154
72
$1.91M 0.21%
11,445
+1,938
73
$1.89M 0.21%
+37,738
74
$1.88M 0.21%
6,322
-42
75
$1.87M 0.2%
7,903
+2,492
1 2
3
4 5