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
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.25%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.59M 0.21%
10,530
-240
77
$2.55M 0.2%
35,331
+2,185
78
$2.54M 0.2%
15,954
-5,373
79
$2.54M 0.2%
101,848
-266,480
80
$2.5M 0.2%
9,781
-1,430
81
$2.47M 0.2%
55,756
+5,584
82
$2.45M 0.2%
39,953
+28,762
83
$2.45M 0.2%
23,354
+2,215
84
$2.45M 0.2%
24,344
+4,696
85
$2.37M 0.19%
9,287
+2,606
86
$2.36M 0.19%
40,588
+2,395
87
$2.32M 0.19%
23,872
+1,211
88
$2.32M 0.19%
21,240
-2,494
89
$2.31M 0.19%
72,880
-3,438
90
$2.22M 0.18%
16,724
+3,370
91
$2.18M 0.17%
100,783
92
$2.16M 0.17%
7,064
+2,244
93
$2.16M 0.17%
8,387
+1,897
94
$2.11M 0.17%
9,427
-3,801
95
$2.11M 0.17%
38,074
-3,481
96
$1.96M 0.16%
8,811
-2,181
97
$1.94M 0.16%
28,476
-1,572
98
$1.91M 0.15%
19,256
-1,684
99
$1.91M 0.15%
12,345
100
$1.9M 0.15%
15,152
-3,405
2 3
4
5 6