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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$604K 0.09%
4,656
+400
127
$601K 0.09%
+20,432
128
$599K 0.09%
3,748
-260
129
– –
0
130
$585K 0.09%
10,901
-263
131
$555K 0.08%
+22,235
132
$550K 0.08%
9,970
133
$545K 0.08%
19,758
+2,961
134
$545K 0.08%
6,723
+1,443
135
$533K 0.08%
10,625
+1,264
136
$531K 0.08%
3,467
-102
137
$528K 0.08%
11,200
+3,647
138
$522K 0.08%
13,060
+4,587
139
$503K 0.07%
32,146
-1,106
140
$496K 0.07%
8,384
+2,224
141
$482K 0.07%
1,810
-36
142
$476K 0.07%
1,377
+140
143
$464K 0.07%
11,955
-425
144
$454K 0.07%
101,120
-4,160
145
$445K 0.06%
+8,405
146
$437K 0.06%
4,397
+83
147
$433K 0.06%
9,236
+442
148
$424K 0.06%
8,057
+1,931
149
$420K 0.06%
+15,000
150
$415K 0.06%
5,608
-203
4 5
6
7 8