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
$433M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.5M
3
+$1.38M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.38M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.14M

Top Sells

1
+$401K
2
+$309K
3
+$229K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K
5
VV icon
Vanguard Large-Cap ETF
VV
+$181K

Sector Composition

1 Technology 2.73%
2 Financials 0.9%
3 Consumer Discretionary 0.8%
4 Healthcare 0.76%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$344K 0.08%
4,248
102
$341K 0.08%
9,500
+1,200
103
$319K 0.07%
2,296
-104
104
$309K 0.07%
6,471
-465
105
$307K 0.07%
4,143
106
$304K 0.07%
10,166
-75
107
$299K 0.07%
3,937
108
$298K 0.07%
3,264
-422
109
$287K 0.07%
5,848
+435
110
$282K 0.07%
5,033
111
$282K 0.07%
2,534
+45
112
$277K 0.06%
4,527
+102
113
$270K 0.06%
6,998
-8,002
114
$267K 0.06%
1,706
+50
115
$265K 0.06%
+5,730
116
$264K 0.06%
7,808
+286
117
$259K 0.06%
2,458
+166
118
$257K 0.06%
5,716
-1,975
119
$255K 0.06%
2,100
+340
120
$251K 0.06%
+3,940
121
$249K 0.06%
15,963
+822
122
$241K 0.06%
2,200
123
$235K 0.05%
4,957
124
$234K 0.05%
3,693
+200
125
$233K 0.05%
+1,996
2 3 4
5
6