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
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.25%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.88M 0.15%
51,936
-23,213
102
$1.84M 0.15%
62,259
-21,307
103
$1.82M 0.15%
83,803
-14,756
104
$1.81M 0.14%
59,104
-5,138
105
$1.8M 0.14%
83,398
-18,501
106
$1.8M 0.14%
25,049
-2,917
107
$1.79M 0.14%
84,874
-19,351
108
$1.78M 0.14%
9,447
+115
109
$1.77M 0.14%
9,587
-1,110
110
$1.76M 0.14%
79,471
-14,489
111
$1.75M 0.14%
4,794
+1,799
112
$1.73M 0.14%
78,001
-13,056
113
$1.7M 0.14%
79,911
+5,171
114
$1.68M 0.13%
103,980
+6,060
115
$1.64M 0.13%
1,171
+18
116
$1.64M 0.13%
52,221
117
$1.63M 0.13%
19,835
-4,235
118
$1.61M 0.13%
3,884
-60
119
$1.53M 0.12%
74,534
-366
120
$1.51M 0.12%
18,860
-4,839
121
$1.51M 0.12%
69,890
+21,655
122
$1.45M 0.12%
17,278
+339
123
$1.44M 0.12%
26,168
-4,816
124
$1.41M 0.11%
6,302
125
$1.41M 0.11%
+5,661
3 4
5
6 7