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
$534M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.8M
3
+$2.69M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.59M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.26M

Top Sells

1
+$1.86M
2
+$1.67M
3
+$1.05M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$835K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K

Sector Composition

1 Technology 4.28%
2 Consumer Discretionary 1.74%
3 Financials 1.63%
4 Healthcare 1.56%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$552K 0.1%
+11,379
102
$545K 0.1%
10,690
103
$536K 0.1%
3,272
-68
104
$533K 0.1%
2,197
105
$532K 0.1%
5,079
+269
106
$525K 0.1%
6,713
-15
107
$509K 0.1%
3,796
+1,578
108
$509K 0.1%
9,810
-3,044
109
$506K 0.09%
20,846
+1,524
110
$492K 0.09%
+3,474
111
$472K 0.09%
+1,935
112
$467K 0.09%
10,597
-276
113
$465K 0.09%
12,235
114
$454K 0.09%
24,688
+9,412
115
$445K 0.08%
15,062
+4,150
116
$440K 0.08%
5,455
+1,637
117
$436K 0.08%
6,269
-558
118
$436K 0.08%
5,226
+54
119
$431K 0.08%
1,757
+362
120
$419K 0.08%
5,322
+89
121
$411K 0.08%
4,201
122
$410K 0.08%
+7,985
123
$410K 0.08%
3,098
+976
124
$398K 0.07%
6,866
+1,233
125
$386K 0.07%
8,078
-1,190
3 4
5
6 7