EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Est. Return
15.08%
1 Year Est. Return
+15.08%
AUM
$4.42B
AUM Growth
+$544M
(+14%)
Holding
732
Top Buys
| 1 | +$34.6M | |
| 2 | +$22.6M | |
| 3 | +$20M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$10.4M |
| 5 |
Vanguard Value ETF
VTV
|
+$10.1M |
Top Sells
| 1 | +$8.71M | |
| 2 | +$6.13M | |
| 3 | +$2.65M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.92M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.91M |
Sector Composition
| 1 | Technology | 15.24% |
| 2 | Financials | 4.15% |
| 3 | Communication Services | 3.27% |
| 4 | Consumer Discretionary | 2.83% |
| 5 | Consumer Staples | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Steel Dynamics
STLD
$21.5B
| – | – |
-2,352
|
|
||
727
UDR
UDR
$12B
| – | – |
-6,658
|
|
||
728
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
| – | – |
-3,916
|
|
||
729
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.1B
| – | – |
-6,852
|
|
||
730
Vistra
VST
$71.4B
| – | – |
-1,890
|
|
||
731
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.03B
| – | – |
-15,975
|
|
||
732
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$652M
| – | – |
-16,065
|
|