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
$534M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.8M
3
+$2.69M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.59M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.26M

Top Sells

1
+$1.86M
2
+$1.67M
3
+$1.05M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$835K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K

Sector Composition

1 Technology 4.28%
2 Consumer Discretionary 1.74%
3 Financials 1.63%
4 Healthcare 1.56%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$384K 0.07%
+5,248
127
$381K 0.07%
3,495
+406
128
$378K 0.07%
3,799
-1,377
129
$376K 0.07%
+18,864
130
$368K 0.07%
9,060
131
$368K 0.07%
1,037
+98
132
$362K 0.07%
6,543
+1,396
133
$356K 0.07%
23,485
134
$356K 0.07%
1,626
135
$354K 0.07%
+9,270
136
$350K 0.07%
15,421
-360
137
$340K 0.06%
4,798
-14
138
$336K 0.06%
2,043
+180
139
$335K 0.06%
7,642
+251
140
$332K 0.06%
+4,782
141
$332K 0.06%
3,348
+1,178
142
$322K 0.06%
15,144
+3,972
143
$321K 0.06%
6,732
+380
144
$313K 0.06%
6,515
+58
145
$309K 0.06%
1,584
+128
146
$309K 0.06%
3,329
147
$308K 0.06%
4,158
148
$308K 0.06%
6,059
+26
149
$307K 0.06%
2,019
150
$306K 0.06%
4,691
+1,103
4 5
6
7 8