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
$403M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$3.39M
3
+$2.17M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Top Sells

1
+$5.97M
2
+$906K
3
+$817K
4
VV icon
Vanguard Large-Cap ETF
VV
+$775K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$523K

Sector Composition

1 Technology 0.73%
2 Industrials 0.36%
3 Healthcare 0.26%
4 Energy 0.21%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$177K 0.04%
20,000
102
– –
-3,945
103
– –
-4,017
104
– –
-7,620
105
– –
-12,785
106
– –
-73,801
107
– –
-7,913
1 2 3 4
5