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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.85M 0.25%
2,257
-223
77
$4.74M 0.25%
154,750
-17,267
78
$4.61M 0.24%
51,750
+2,490
79
$4.42M 0.23%
184,758
-5,250
80
$4.24M 0.22%
15,110
+53
81
$4.11M 0.22%
96,446
-36,929
82
$4.03M 0.21%
107,826
+41,573
83
$3.9M 0.2%
84,426
+57,492
84
$3.86M 0.2%
27,831
+20,250
85
$3.86M 0.2%
11,134
+3,513
86
$3.86M 0.2%
78,733
-839
87
$3.72M 0.2%
18,878
+180
88
$3.71M 0.19%
38,610
-4,503
89
$3.69M 0.19%
142,368
+3,251
90
$3.53M 0.19%
269,190
+166,434
91
$3.5M 0.18%
94,614
+7,792
92
$3.31M 0.17%
39,403
+22,510
93
$3.3M 0.17%
217,720
-27,960
94
$3.22M 0.17%
204,828
-29,764
95
$3.22M 0.17%
27,027
+1,425
96
$3.19M 0.17%
18,850
+17,109
97
$3.14M 0.16%
152,441
+47,789
98
$3.03M 0.16%
21,057
-3,152
99
$2.95M 0.15%
11,937
-4,573
100
$2.93M 0.15%
103,962
-1,937
2 3
4
5 6