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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.12M 0.08%
29,819
+3,218
152
$2.1M 0.08%
4,165
+421
153
$2.09M 0.08%
7,646
+2,158
154
$2M 0.08%
19,338
+2,878
155
$1.99M 0.08%
102,991
+1,001
156
$1.99M 0.08%
24,533
-7,079
157
$1.99M 0.08%
113,312
+1,006
158
$1.97M 0.08%
77,533
-4,685
159
$1.94M 0.08%
27,316
+3,247
160
$1.9M 0.07%
20,476
+1,347
161
$1.89M 0.07%
113,571
-23,454
162
$1.86M 0.07%
123,855
+11,640
163
$1.85M 0.07%
9,636
+989
164
$1.81M 0.07%
76,133
+2,009
165
$1.8M 0.07%
54,403
-6,191
166
$1.76M 0.07%
5,739
+172
167
$1.75M 0.07%
9,744
+412
168
$1.75M 0.07%
35,146
+4,260
169
$1.75M 0.07%
37,798
-785
170
$1.74M 0.07%
16,204
+2,077
171
$1.72M 0.07%
92,433
-19,353
172
$1.7M 0.07%
6,236
+204
173
$1.66M 0.06%
65,745
+951
174
$1.6M 0.06%
23,028
-3,272
175
$1.56M 0.06%
16,315
-628
5 6
7
8 9