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
$534M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.8M
3
+$2.69M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.59M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.26M

Top Sells

1
+$1.86M
2
+$1.67M
3
+$1.05M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$835K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K

Sector Composition

1 Technology 4.28%
2 Consumer Discretionary 1.74%
3 Financials 1.63%
4 Healthcare 1.56%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$857K 0.16%
7,063
+211
77
$853K 0.16%
19,896
+371
78
$848K 0.16%
34,452
-2,325
79
$831K 0.16%
33,973
-2,272
80
$827K 0.15%
11,498
-11,610
81
$817K 0.15%
5,213
+401
82
$758K 0.14%
12,000
83
$725K 0.14%
43,890
+7,128
84
$723K 0.14%
7,116
+29
85
$721K 0.14%
12,920
-160
86
$701K 0.13%
6,598
-1,010
87
$676K 0.13%
+24,439
88
$670K 0.13%
25,812
-1,516
89
$669K 0.13%
10,557
-2,934
90
$668K 0.13%
11,840
+440
91
$660K 0.12%
3,573
-489
92
$640K 0.12%
6,141
+266
93
$622K 0.12%
9,281
-292
94
$613K 0.11%
10,786
+2,915
95
$613K 0.11%
3,940
+17
96
$603K 0.11%
17,513
+8,121
97
$596K 0.11%
4,459
+1,131
98
$584K 0.11%
5,862
+70
99
$582K 0.11%
46,779
+22,170
100
$576K 0.11%
20,446
+1,390
2 3
4
5 6