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
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.25%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.49M 0.36%
123,956
+19,985
52
$4.48M 0.36%
70,063
-181,495
53
$4.48M 0.36%
14,040
-2,696
54
$4.08M 0.33%
29,104
+12,626
55
$4.01M 0.32%
77,509
-358
56
$3.99M 0.32%
101,308
-1,735
57
$3.93M 0.31%
103,000
+3,395
58
$3.92M 0.31%
7,518
-540
59
$3.77M 0.3%
60,538
+25,176
60
$3.68M 0.29%
36,420
-2,105
61
$3.6M 0.29%
83,003
+22,262
62
$3.56M 0.29%
214,247
63
$3.54M 0.28%
37,179
+12,874
64
$3.46M 0.28%
89,665
+9,865
65
$3.38M 0.27%
179,966
+52,568
66
$3.36M 0.27%
32,540
+4,820
67
$3.12M 0.25%
23,037
+156
68
$3.1M 0.25%
44,241
+33,517
69
$3.03M 0.24%
98,455
-25,584
70
$2.92M 0.23%
48,639
-5,264
71
$2.9M 0.23%
84,167
+8,529
72
$2.85M 0.23%
10,316
+120
73
$2.82M 0.23%
77,871
-5,486
74
$2.8M 0.22%
89,810
+5,072
75
$2.71M 0.22%
3,593
+97
1 2
3
4 5