EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.25%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.02M 0.08%
6,520
-141
152
$1.01M 0.08%
5,586
+4,216
153
$1.01M 0.08%
4,581
-1,174
154
$1M 0.08%
22,380
-8,580
155
$1M 0.08%
19,508
-5,448
156
$984K 0.08%
25,435
-9,168
157
$975K 0.08%
+26,430
158
$961K 0.08%
10,830
-694
159
$956K 0.08%
4,212
+83
160
$951K 0.08%
12,648
+487
161
$951K 0.08%
8,827
+368
162
$940K 0.08%
10,349
+4,859
163
$930K 0.07%
+33,344
164
$925K 0.07%
7,381
-3,433
165
$921K 0.07%
12,777
+3,582
166
$904K 0.07%
11,911
+2,731
167
$904K 0.07%
4,838
+90
168
$898K 0.07%
6,109
-941
169
$886K 0.07%
16,200
-2,155
170
$879K 0.07%
15,749
-11,079
171
$872K 0.07%
24,085
-2,010
172
$871K 0.07%
1,841
+705
173
$870K 0.07%
3,751
-27
174
$870K 0.07%
2,338
+107
175
$868K 0.07%
6,136
+1,236
5 6
7
8 9