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
$433M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.5M
3
+$1.38M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.38M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.14M

Top Sells

1
+$401K
2
+$309K
3
+$229K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K
5
VV icon
Vanguard Large-Cap ETF
VV
+$181K

Sector Composition

1 Technology 2.73%
2 Financials 0.9%
3 Consumer Discretionary 0.8%
4 Healthcare 0.76%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$230K 0.05%
+1,658
127
$227K 0.05%
13,131
128
$224K 0.05%
+9,030
129
$222K 0.05%
5,070
130
$221K 0.05%
1,992
+119
131
$219K 0.05%
1,716
-664
132
$218K 0.05%
+4,412
133
$210K 0.05%
+1,071
134
$207K 0.05%
5,780
-115
135
$206K 0.05%
1,121
-78
136
$204K 0.05%
+2,229
137
$203K 0.05%
+20,004
138
$202K 0.05%
11,172
139
$152K 0.04%
22,200
140
– –
-2,550
141
– –
-8,249
2 3 4 5
6