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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2M 0.1%
97,717
-1,972
127
$1.99M 0.1%
31,514
-358
128
$1.98M 0.1%
23,953
+12,508
129
$1.97M 0.1%
17,489
+7,091
130
$1.95M 0.1%
132,459
+22,620
131
$1.91M 0.1%
99,210
+1,222
132
$1.9M 0.1%
36,214
+18,857
133
$1.9M 0.1%
14,647
+5,589
134
$1.89M 0.1%
24,667
+4,795
135
$1.88M 0.1%
6,785
-3,847
136
$1.86M 0.1%
+18,347
137
$1.81M 0.09%
25,876
-57,789
138
$1.79M 0.09%
10,763
+3,257
139
$1.79M 0.09%
38,947
+30
140
$1.79M 0.09%
65,904
+1,393
141
$1.77M 0.09%
22,042
-950
142
$1.76M 0.09%
103,797
-4,011
143
$1.74M 0.09%
16,618
-899
144
$1.73M 0.09%
16,959
+1,270
145
$1.72M 0.09%
5,312
+986
146
$1.72M 0.09%
2,823
-805
147
$1.71M 0.09%
31,386
-2,200
148
$1.71M 0.09%
15,022
-1,383
149
$1.71M 0.09%
3,327
-458
150
$1.7M 0.09%
18,268
4 5
6
7 8