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
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.13%
25,056
+4,455
102
$1.22M 0.13%
30,993
-1,758
103
$1.21M 0.13%
7,987
-37
104
$1.17M 0.13%
6,263
-407
105
$1.14M 0.12%
8,363
+2,302
106
$1.12M 0.12%
8,841
-2,337
107
$1.11M 0.12%
5,479
+74
108
$1.08M 0.12%
12,006
+2,434
109
$1.04M 0.11%
10,802
-22
110
$1.01M 0.11%
19,030
+6,164
111
$1.01M 0.11%
41,340
+25,275
112
$1.01M 0.11%
99,930
+5,202
113
$980K 0.11%
12,863
+1,147
114
$976K 0.11%
5,979
+1,192
115
$970K 0.11%
6,855
-759
116
$970K 0.11%
11,729
-189
117
$961K 0.11%
15,937
+6,799
118
$956K 0.1%
41,000
119
$910K 0.1%
7,886
+295
120
$904K 0.1%
2,666
+1,480
121
$896K 0.1%
+27,921
122
$896K 0.1%
34,507
-1,050
123
$877K 0.1%
27,899
-460
124
$859K 0.09%
16,400
-1,168
125
$859K 0.09%
52,494
+30,588
3 4
5
6 7