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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.07M 0.1%
+1,680
127
$2.06M 0.1%
78,226
-456
128
$2.04M 0.1%
56,876
+156
129
$2.03M 0.1%
12,805
+3,189
130
$2.01M 0.1%
+7,623
131
$2.01M 0.1%
17,578
-284
132
$2M 0.1%
+81,265
133
$1.98M 0.1%
14,635
+1,268
134
$1.94M 0.1%
3,011
-149
135
$1.92M 0.1%
9,524
-568
136
$1.91M 0.1%
23,651
+467
137
$1.9M 0.09%
16,142
+8,011
138
$1.89M 0.09%
36,143
+1,576
139
$1.88M 0.09%
13,382
+1,863
140
$1.85M 0.09%
35,682
-23,477
141
$1.83M 0.09%
85,137
+9,971
142
$1.83M 0.09%
8,244
+3,158
143
$1.83M 0.09%
58,556
+3,840
144
$1.82M 0.09%
3,634
+723
145
$1.8M 0.09%
+8,454
146
$1.8M 0.09%
17,444
-49
147
$1.77M 0.09%
11,440
-699
148
$1.76M 0.09%
8,208
+415
149
$1.73M 0.09%
6,532
-176
150
$1.72M 0.09%
38,735
+2,701
4 5
6
7 8