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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.71M 0.09%
4,424
+3,511
152
$1.7M 0.09%
37,617
+8,998
153
$1.69M 0.08%
14,865
+9,968
154
$1.68M 0.08%
16,987
-104
155
$1.68M 0.08%
27,839
-2,220
156
$1.68M 0.08%
19,236
157
$1.66M 0.08%
+17,886
158
$1.64M 0.08%
26,271
+2,837
159
$1.63M 0.08%
10,350
+3,348
160
$1.56M 0.08%
10,398
+2,106
161
$1.52M 0.08%
5,379
+380
162
$1.5M 0.07%
2,247
+1,163
163
$1.45M 0.07%
3,309
-100
164
$1.43M 0.07%
5,602
+188
165
$1.41M 0.07%
8,229
+407
166
$1.4M 0.07%
12,252
+799
167
$1.39M 0.07%
26,347
+2,065
168
$1.35M 0.07%
7,785
+556
169
$1.34M 0.07%
+4,828
170
$1.34M 0.07%
5,943
+503
171
$1.33M 0.07%
5,248
+184
172
$1.31M 0.07%
12,387
+221
173
$1.31M 0.07%
67,038
+7,263
174
$1.31M 0.07%
6,651
+2,051
175
$1.29M 0.06%
2,037
-896
5 6
7
8 9