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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.18%
6,589
+111
77
$1.22M 0.18%
29,299
-7,370
78
$1.19M 0.17%
27,959
+2,470
79
$1.1M 0.16%
43,920
+2,321
80
$1.1M 0.16%
9,885
+569
81
$1.06M 0.15%
93,942
-9,402
82
$1.06M 0.15%
50,480
+14,280
83
$1.05M 0.15%
6,689
-282
84
$1.04M 0.15%
19,192
+6,811
85
$1.02M 0.15%
21,001
86
$1.02M 0.15%
12,142
+915
87
$1M 0.15%
+34,773
88
$1M 0.15%
17,000
+4,040
89
$982K 0.14%
23,680
-100
90
$969K 0.14%
9,722
+2,815
91
$968K 0.14%
8,828
-550
92
$952K 0.14%
7,642
+649
93
$942K 0.14%
16,060
+2,500
94
$930K 0.14%
14,580
95
$926K 0.13%
20,745
+5,900
96
$915K 0.13%
4,815
+542
97
$896K 0.13%
11,263
+497
98
$891K 0.13%
19,989
-852
99
$882K 0.13%
36,754
-2,900
100
$868K 0.13%
13,390
+730
2 3
4
5 6