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
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$817K 0.09%
63,226
-9,242
127
$815K 0.09%
13,191
128
$814K 0.09%
7,874
-570
129
$801K 0.09%
19,474
+13,472
130
$796K 0.09%
37,518
+2,428
131
$795K 0.09%
5,960
-718
132
$793K 0.09%
35,106
+23,946
133
$790K 0.09%
14,769
-1,679
134
$782K 0.09%
12,432
+189
135
$750K 0.08%
6,249
-125
136
$743K 0.08%
37,255
+29,995
137
$722K 0.08%
6,327
+958
138
$715K 0.08%
7,943
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139
$709K 0.08%
8,988
-1,817
140
$693K 0.08%
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141
$678K 0.07%
9,392
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142
$677K 0.07%
+90,000
143
$676K 0.07%
4,063
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144
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145
$659K 0.07%
4,929
+1,795
146
$652K 0.07%
23,444
+10,359
147
$644K 0.07%
10,633
+1,435
148
$625K 0.07%
20,744
+601
149
$615K 0.07%
10,960
-2,068
150
$614K 0.07%
18,577
-444
4 5
6
7 8