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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$868K 0.13%
5,519
102
$866K 0.13%
16,400
103
$866K 0.13%
13,191
-261
104
$855K 0.12%
7,769
-1,912
105
$849K 0.12%
8,391
+1,122
106
$839K 0.12%
4,178
+999
107
$814K 0.12%
4,684
+2,127
108
$779K 0.11%
8,187
+124
109
$777K 0.11%
11,640
+4,385
110
$776K 0.11%
7,746
-414
111
$769K 0.11%
31,113
-1,615
112
$761K 0.11%
31,605
-2,061
113
$753K 0.11%
30,769
-1,191
114
$749K 0.11%
28,756
+165
115
$744K 0.11%
5,779
+1,435
116
$728K 0.11%
12,684
+1,076
117
$716K 0.1%
12,000
118
$677K 0.1%
28,600
+6,171
119
$658K 0.1%
37,652
-2,688
120
$647K 0.09%
17,506
121
$642K 0.09%
6,061
122
$638K 0.09%
+2,475
123
$617K 0.09%
10,152
124
$616K 0.09%
5,644
-1,708
125
$612K 0.09%
+41,000
3 4
5
6 7