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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.58M 0.4%
388,638
+16,928
52
$7.39M 0.39%
291,164
+10,641
53
$7.22M 0.38%
254,916
+5,509
54
$6.99M 0.37%
213,157
+67,984
55
$6.91M 0.36%
14,409
-184
56
$6.71M 0.35%
195,632
+28,198
57
$6.42M 0.34%
145,630
+631
58
$6.27M 0.33%
243,960
-118,344
59
$6.25M 0.33%
22,787
+13,559
60
$6.12M 0.32%
66,056
+49,339
61
$5.76M 0.3%
178,306
-711
62
$5.69M 0.3%
15,015
+2,271
63
$5.67M 0.3%
124,695
+104,655
64
$5.49M 0.29%
53,948
+2,526
65
$5.46M 0.29%
167,478
+85,747
66
$5.41M 0.28%
42,345
+38,339
67
$5.23M 0.27%
34,150
+21,962
68
$5.21M 0.27%
47,820
+9,660
69
$5.19M 0.27%
166,110
+12,960
70
$5.18M 0.27%
98,745
+36,650
71
$5.17M 0.27%
32,083
-13,005
72
$5.15M 0.27%
22,941
-141
73
$5.03M 0.26%
159,801
+8,723
74
$5.01M 0.26%
+1,251
75
$4.93M 0.26%
26,986
+18,876
1 2
3
4 5