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
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.25%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.11%
22,051
+3,285
127
$1.34M 0.11%
11,339
-2,278
128
$1.33M 0.11%
23,193
-10,452
129
$1.32M 0.11%
11,523
+652
130
$1.27M 0.1%
5,252
-17
131
$1.27M 0.1%
14,722
-2,843
132
$1.26M 0.1%
7,418
-848
133
$1.25M 0.1%
11,534
+1,143
134
$1.2M 0.1%
63,312
-37,280
135
$1.19M 0.1%
11,226
-1,815
136
$1.18M 0.09%
4,291
+911
137
$1.17M 0.09%
3,066
-1,130
138
$1.17M 0.09%
5,269
+1,834
139
$1.15M 0.09%
18,596
-207
140
$1.15M 0.09%
6,105
-4,591
141
$1.14M 0.09%
22,301
+2,489
142
$1.13M 0.09%
3,884
143
$1.12M 0.09%
18,614
+3,506
144
$1.11M 0.09%
11,810
+3,510
145
$1.1M 0.09%
82,680
-157,200
146
$1.1M 0.09%
20,809
-5,640
147
$1.09M 0.09%
55,814
-48,750
148
$1.08M 0.09%
4,887
+731
149
$1.06M 0.09%
6,972
+1,708
150
$1.05M 0.08%
14,335
+3,625
4 5
6
7 8