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
$403M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$3.39M
3
+$2.17M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Top Sells

1
+$5.97M
2
+$906K
3
+$817K
4
VV icon
Vanguard Large-Cap ETF
VV
+$775K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$523K

Sector Composition

1 Technology 0.73%
2 Industrials 0.36%
3 Healthcare 0.26%
4 Energy 0.21%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.09%
4,315
-3,495
77
$361K 0.09%
12,051
+41
78
$352K 0.09%
6,994
79
$335K 0.08%
5,168
+271
80
$308K 0.08%
5,939
+834
81
$305K 0.08%
5,959
+1,234
82
$289K 0.07%
5,447
+1,352
83
$283K 0.07%
5,044
-230
84
$279K 0.07%
6,576
+2
85
$271K 0.07%
+6,615
86
$263K 0.07%
3,072
87
$247K 0.06%
2,363
+1
88
$243K 0.06%
1,911
+3
89
$239K 0.06%
+2,550
90
$239K 0.06%
8,640
-398
91
$236K 0.06%
+1,986
92
$236K 0.06%
+3,083
93
$231K 0.06%
3,988
+12
94
$228K 0.06%
+2,748
95
$220K 0.05%
+1,270
96
$218K 0.05%
+2,000
97
$217K 0.05%
40,022
-14,000
98
$210K 0.05%
1,760
99
$210K 0.05%
+2,119
100
$205K 0.05%
+2,671
1 2 3
4
5