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
$354M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.37M
3
+$4.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.49M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.84M

Top Sells

1
+$2.87M
2
+$1.46M
3
+$969K
4
VV icon
Vanguard Large-Cap ETF
VV
+$890K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$803K

Sector Composition

1 Technology 0.5%
2 Industrials 0.44%
3 Healthcare 0.27%
4 Consumer Staples 0.23%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.09%
11,966
77
$299K 0.08%
6,303
+949
78
$298K 0.08%
7,246
+603
79
$289K 0.08%
2,119
-52
80
$286K 0.08%
4,541
-137
81
$283K 0.08%
65,022
-10,000
82
$272K 0.08%
6,574
+2
83
$256K 0.07%
5,466
+14
84
$248K 0.07%
+9,024
85
$242K 0.07%
+4,720
86
$235K 0.07%
+3,070
87
$216K 0.06%
3,962
-844
88
$206K 0.06%
+2,748
89
$204K 0.06%
2,228
-106
90
$201K 0.06%
+1,760
91
$201K 0.06%
+3,774
92
$200K 0.06%
+3,936
93
$169K 0.05%
20,000
94
– –
-56,896
95
– –
-1,352
96
– –
-70,276
97
– –
-19,169
98
– –
-5,974
1 2 3
4