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
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$605K 0.07%
34,873
+15,296
152
$599K 0.07%
16,641
+1,317
153
$593K 0.06%
1,864
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154
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6,058
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155
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29,023
+17,727
156
$583K 0.06%
13,164
+368
157
$580K 0.06%
5,071
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158
$579K 0.06%
+4,012
159
$575K 0.06%
15,189
-30
160
$574K 0.06%
24,950
-2,259
161
$571K 0.06%
+4,294
162
$568K 0.06%
11,758
-604
163
$560K 0.06%
12,225
-2,315
164
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14,324
-4,074
165
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16,073
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166
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167
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9,861
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168
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20,066
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169
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170
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+22,143
171
$539K 0.06%
10,043
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172
$536K 0.06%
24,741
-1,578
173
$533K 0.06%
23,723
-1,405
174
$531K 0.06%
3,063
+860
175
$523K 0.06%
34,902
+14,220
5 6
7
8 9