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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$10.6M
3
+$9.19M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$8.08M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.71M

Top Sells

1
+$9.63M
2
+$5.67M
3
+$4.23M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.28M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.21M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.69M 0.09%
7,552
+9
152
$1.69M 0.09%
+67,000
153
$1.62M 0.09%
44,655
-32,790
154
$1.61M 0.08%
18,813
+2,812
155
$1.57M 0.08%
65,784
+5,412
156
$1.57M 0.08%
80,823
-2,213
157
$1.54M 0.08%
77,386
-1,807
158
$1.51M 0.08%
+3,136
159
$1.5M 0.08%
8,862
+1,652
160
$1.49M 0.08%
16,831
+973
161
$1.48M 0.08%
18,021
+10,519
162
$1.46M 0.08%
+128,052
163
$1.46M 0.08%
10,668
+521
164
$1.46M 0.08%
32,638
+2,346
165
$1.45M 0.08%
64,931
-80,417
166
$1.45M 0.08%
60,210
+2,179
167
$1.45M 0.08%
4,431
-829
168
$1.42M 0.07%
5,842
+527
169
$1.41M 0.07%
+24,766
170
$1.4M 0.07%
18,206
-3,988
171
$1.38M 0.07%
15,090
+2,952
172
$1.33M 0.07%
27,734
173
$1.32M 0.07%
21,001
+5,166
174
$1.3M 0.07%
6,275
-210
175
$1.26M 0.07%
6,032
-7,626
5 6
7
8 9