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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.28M 0.17%
10,899
+197
102
$4.26M 0.17%
103,269
-73,034
103
$4.22M 0.17%
197,569
-2,821
104
$4.09M 0.16%
45,853
-469
105
$4.03M 0.16%
40,912
+5,703
106
$4.01M 0.16%
154,831
+2,423
107
$3.95M 0.15%
63,050
+25,420
108
$3.93M 0.15%
77,844
+13,102
109
$3.81M 0.15%
172,306
+9,062
110
$3.6M 0.14%
11,930
+443
111
$3.6M 0.14%
127,646
+2,506
112
$3.57M 0.14%
39,087
+437
113
$3.45M 0.14%
194,383
-4,996
114
$3.44M 0.13%
59,834
-493
115
$3.42M 0.13%
130,461
-11,799
116
$3.36M 0.13%
117,304
+5,782
117
$3.34M 0.13%
12,697
+1,568
118
$3.31M 0.13%
22,663
+1,623
119
$3.19M 0.13%
12,169
+1,076
120
$3.12M 0.12%
42,141
+5,022
121
$3M 0.12%
43,159
+6,631
122
$2.92M 0.11%
19,995
+40
123
$2.84M 0.11%
38,086
+4,124
124
$2.83M 0.11%
36,282
+1,624
125
$2.78M 0.11%
23,742
+12,934
3 4
5
6 7