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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.93M 0.27%
243,707
+10,956
77
$6.91M 0.27%
19,277
-245
78
$6.78M 0.27%
10,493
+1,438
79
$6.76M 0.26%
147,740
+1,049
80
$6.51M 0.26%
52,312
+6,155
81
$6.43M 0.25%
27,974
-123
82
$6.37M 0.25%
115,335
+12,679
83
$6.18M 0.24%
73,097
+7,933
84
$6.17M 0.24%
14,378
+420
85
$6.13M 0.24%
44,309
+6,842
86
$6.02M 0.24%
39,662
+7,056
87
$5.88M 0.23%
36,004
+2,560
88
$5.88M 0.23%
70,780
+610
89
$5.84M 0.23%
62,189
+1,784
90
$5.46M 0.21%
173,568
+9,149
91
$5.26M 0.21%
51,164
-925
92
$5.2M 0.2%
94,790
-313
93
$4.87M 0.19%
21,469
+3,348
94
$4.81M 0.19%
50,957
+12,188
95
$4.57M 0.18%
59,580
+7,631
96
$4.56M 0.18%
121,691
-1,779
97
$4.42M 0.17%
43,143
-5,654
98
$4.41M 0.17%
51,117
+9,775
99
$4.39M 0.17%
89,512
-15,629
100
$4.31M 0.17%
15,049
+1,911
2 3
4
5 6