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
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.2%
4,246
-108
77
$1.85M 0.2%
59,696
+4,143
78
$1.75M 0.19%
50,684
-767
79
$1.74M 0.19%
11,385
-1,620
80
$1.68M 0.18%
10,132
+956
81
$1.67M 0.18%
12,345
82
$1.66M 0.18%
28,600
+100
83
$1.58M 0.17%
35,288
+4,162
84
$1.57M 0.17%
76,216
-5,376
85
$1.48M 0.16%
13,983
+522
86
$1.42M 0.16%
26,395
+6,711
87
$1.42M 0.15%
29,478
-8,535
88
$1.41M 0.15%
7,722
+1,379
89
$1.4M 0.15%
17,018
+14,341
90
$1.39M 0.15%
8,880
-426
91
$1.39M 0.15%
70,512
+22,007
92
$1.38M 0.15%
76,686
-10,497
93
$1.38M 0.15%
23,740
+1,460
94
$1.38M 0.15%
36,249
+3,373
95
$1.34M 0.15%
41,698
-12,699
96
$1.34M 0.15%
104,392
+42,220
97
$1.33M 0.15%
60,602
+12,469
98
$1.33M 0.15%
15,549
+8,737
99
$1.29M 0.14%
20,470
+4,509
100
$1.26M 0.14%
12,656
+3,590
2 3
4
5 6