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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.88M 0.15%
33,648
+16,362
102
$2.88M 0.15%
21,126
-1,319
103
$2.79M 0.15%
49,412
+33,196
104
$2.79M 0.15%
103,879
+6,075
105
$2.76M 0.14%
47,213
+2,245
106
$2.75M 0.14%
27,072
+6,197
107
$2.71M 0.14%
51,697
+7,249
108
$2.65M 0.14%
125,406
+43,637
109
$2.52M 0.13%
+29,432
110
$2.51M 0.13%
25,454
-12,899
111
$2.42M 0.13%
5,626
+4,253
112
$2.39M 0.13%
18,127
-10,280
113
$2.36M 0.12%
57,867
-974
114
$2.31M 0.12%
82,874
-17,050
115
$2.29M 0.12%
107,980
+663
116
$2.26M 0.12%
107,812
-4,229
117
$2.26M 0.12%
49,361
+45,113
118
$2.25M 0.12%
108,693
+3,522
119
$2.23M 0.12%
10,025
+1,867
120
$2.2M 0.12%
23,136
+3,587
121
$2.13M 0.11%
27,850
-3,528
122
$2.07M 0.11%
21,269
-12,359
123
$2.04M 0.11%
43,196
-9,796
124
$2.03M 0.11%
119,053
+5
125
$2M 0.11%
9,533
-22
3 4
5
6 7