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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.26M 0.36%
114,583
+12,088
52
$7.18M 0.36%
149,851
-191
53
$7.11M 0.36%
240,121
-7,679
54
$7.05M 0.35%
288,768
+8,568
55
$6.48M 0.32%
24,862
-500
56
$6.37M 0.32%
43,980
+6,980
57
$6.2M 0.31%
12,996
-499
58
$6.04M 0.3%
122,706
-6,658
59
$5.99M 0.3%
20,035
+2,827
60
$5.88M 0.29%
147,881
+30,037
61
$5.77M 0.29%
66,201
+16,926
62
$5.73M 0.29%
91,732
-948
63
$5.64M 0.28%
139,921
+7,575
64
$5.55M 0.28%
49,547
+5,459
65
$5.48M 0.27%
141,037
+12,541
66
$5.34M 0.27%
113,504
+70,317
67
$5.25M 0.26%
12,655
-919
68
$5.17M 0.26%
49,510
-2,054
69
$5.16M 0.26%
191,398
+3,176
70
$5.15M 0.26%
139,475
+16,051
71
$4.92M 0.25%
29,268
-2,542
72
$4.91M 0.24%
29,990
-147
73
$4.86M 0.24%
80,740
-5,750
74
$4.83M 0.24%
118,013
+13,234
75
$4.73M 0.24%
243,194
-120,146
1 2
3
4 5