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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$412K 0.06%
16,506
-1,725
152
$410K 0.06%
6,305
+836
153
$410K 0.06%
5,314
-114
154
$410K 0.06%
4,640
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155
$407K 0.06%
12,513
+5,532
156
$403K 0.06%
+2,291
157
$400K 0.06%
10,087
+1,487
158
$393K 0.06%
7,012
+43
159
$391K 0.06%
5,912
+2,055
160
$390K 0.06%
9,060
161
$389K 0.06%
2,327
-944
162
$385K 0.06%
8,069
+2,378
163
$380K 0.06%
3,098
-117
164
$376K 0.05%
19,343
+15
165
$370K 0.05%
6,575
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166
$362K 0.05%
+4,390
167
– –
0
168
$358K 0.05%
19,200
+3,375
169
$357K 0.05%
28,188
+6,453
170
$356K 0.05%
1,375
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171
$353K 0.05%
+12,316
172
$352K 0.05%
+3,217
173
$340K 0.05%
7,911
+132
174
$337K 0.05%
1,993
+36
175
$335K 0.05%
6,473
-1,709
5 6
7
8 9