EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.5M
3
+$1.38M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.38M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.14M

Top Sells

1
+$401K
2
+$309K
3
+$229K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K
5
VV icon
Vanguard Large-Cap ETF
VV
+$181K

Sector Composition

1 Technology 2.73%
2 Financials 0.9%
3 Consumer Discretionary 0.8%
4 Healthcare 0.76%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$597K 0.14%
8,723
-310
77
$589K 0.14%
16,435
78
$573K 0.13%
19,374
-3,244
79
$572K 0.13%
11,024
+5,503
80
$569K 0.13%
3,466
+223
81
$567K 0.13%
3,043
+1
82
$563K 0.13%
3,983
+21
83
$533K 0.12%
11,120
+660
84
$516K 0.12%
6,296
+368
85
$497K 0.11%
10,200
+760
86
$479K 0.11%
4,717
-332
87
$477K 0.11%
17,421
-184
88
$474K 0.11%
2,773
-837
89
$450K 0.1%
9,089
-180
90
$442K 0.1%
4,481
+1
91
$433K 0.1%
+6,519
92
$430K 0.1%
16,957
-561
93
$414K 0.1%
8,597
-90
94
$403K 0.09%
8,343
+186
95
$401K 0.09%
10,530
-422
96
$384K 0.09%
22,946
-1,100
97
$382K 0.09%
2,575
-199
98
$370K 0.09%
23,485
99
$366K 0.08%
2,962
-309
100
$346K 0.08%
3,621
+136
2 3
4
5 6