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
$534M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.8M
3
+$2.69M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.59M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.26M

Top Sells

1
+$1.86M
2
+$1.67M
3
+$1.05M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$835K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K

Sector Composition

1 Technology 4.28%
2 Consumer Discretionary 1.74%
3 Financials 1.63%
4 Healthcare 1.56%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$298K 0.06%
6,929
+477
152
$294K 0.06%
26,766
+7,056
153
$290K 0.05%
4,798
-1,574
154
$290K 0.05%
1,164
-198
155
$285K 0.05%
3,020
156
$283K 0.05%
6,912
+2,025
157
$274K 0.05%
800
158
$267K 0.05%
5,309
+669
159
$264K 0.05%
+3,500
160
$264K 0.05%
5,783
+646
161
$259K 0.05%
1,911
+275
162
$257K 0.05%
4,030
163
$252K 0.05%
10,865
+80
164
$246K 0.05%
9,120
-3,624
165
$246K 0.05%
6,400
166
$244K 0.05%
+2,917
167
$242K 0.05%
6,205
168
$233K 0.04%
13,131
-1,854
169
$229K 0.04%
1,688
+59
170
$224K 0.04%
15,329
+40
171
$216K 0.04%
1,797
-526
172
$211K 0.04%
+1,827
173
$210K 0.04%
5,070
174
$209K 0.04%
+2,255
175
$205K 0.04%
+2,934
4 5 6
7
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