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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.42%
68,405
+1,176
52
$10.4M 0.41%
78,897
+4,153
53
$10.1M 0.4%
189,510
-489
54
$10.1M 0.4%
470,253
-3,531
55
$10.1M 0.39%
256,787
-7,577
56
$9.86M 0.39%
325,482
+15,711
57
$9.41M 0.37%
120,740
+40,122
58
$9.24M 0.36%
30,770
-51
59
$9.14M 0.36%
197,723
+2,637
60
$9.07M 0.36%
353,006
+16,039
61
$8.94M 0.35%
78,818
-4,313
62
$8.83M 0.35%
426,228
+1,354
63
$8.82M 0.35%
59,175
+4,048
64
$8.77M 0.34%
366,185
+33,834
65
$8.63M 0.34%
508,480
+95,136
66
$8.28M 0.32%
78,216
+9,044
67
$7.85M 0.31%
233,138
+2,074
68
$7.52M 0.29%
48,250
+1,623
69
$7.43M 0.29%
225,856
+4,583
70
$7.35M 0.29%
232,190
-10,210
71
$7.26M 0.28%
70,288
+1,629
72
$7.13M 0.28%
70,347
+13,632
73
$7.13M 0.28%
243,286
-61,705
74
$6.97M 0.27%
2,743
+232
75
$6.94M 0.27%
92,556
+11,577
1 2
3
4 5