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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.78M 0.11%
5,170
+1,193
127
$2.77M 0.11%
59,418
-456
128
$2.74M 0.11%
20,905
+3,603
129
$2.73M 0.11%
76,686
-2,996
130
$2.69M 0.11%
24,762
+3,063
131
$2.65M 0.1%
297,525
+18,864
132
$2.55M 0.1%
6,764
+833
133
$2.49M 0.1%
45,367
-1,179
134
$2.48M 0.1%
120,063
+243
135
$2.47M 0.1%
18,237
-106
136
$2.46M 0.1%
21,464
+1,865
137
$2.46M 0.1%
122,098
+1,626
138
$2.44M 0.1%
5,611
+351
139
$2.44M 0.1%
16,795
-1,421
140
$2.43M 0.1%
114,531
-1,333
141
$2.42M 0.09%
19,065
+3,672
142
$2.4M 0.09%
23,315
+15,417
143
$2.39M 0.09%
9,922
+498
144
$2.34M 0.09%
124,452
-1,537
145
$2.33M 0.09%
124,181
+466
146
$2.29M 0.09%
22,278
+4,523
147
$2.29M 0.09%
13,500
+2,049
148
$2.27M 0.09%
111,786
149
$2.23M 0.09%
48,508
-568
150
$2.14M 0.08%
47,839
+969
4 5
6
7 8