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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.63M 0.23%
43,332
-528
77
$4.6M 0.23%
+60,300
78
$4.4M 0.22%
116,807
+27,454
79
$4.35M 0.22%
70,162
+11,585
80
$4.35M 0.22%
10,478
-66
81
$4.21M 0.21%
135,715
+816
82
$4.18M 0.21%
25,171
-2,310
83
$4.11M 0.21%
1,961
+572
84
$3.96M 0.2%
33,818
-2,984
85
$3.91M 0.2%
126,291
-4,506
86
$3.85M 0.19%
74,658
-11,075
87
$3.8M 0.19%
17,549
+1,558
88
$3.74M 0.19%
63,370
+4,349
89
$3.73M 0.19%
44,292
+4,168
90
$3.56M 0.18%
32,320
+4,708
91
$3.49M 0.17%
106,156
-1,085
92
$3.46M 0.17%
12,905
+3,789
93
$3.42M 0.17%
3,740
+92
94
$3.35M 0.17%
77,444
+5,882
95
$3.3M 0.16%
95,507
+357
96
$3.18M 0.16%
43,198
+3,712
97
$3.14M 0.16%
60,670
98
$3.1M 0.15%
8,802
+7
99
$2.98M 0.15%
6,830
+1,420
100
$2.95M 0.15%
46,085
-1,973
2 3
4
5 6