EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.58B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$134M
3
+$47.2M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$42.2M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$17.5M

Top Sells

1
+$14.2M
2
+$8.33M
3
+$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.79M

Sector Composition

1 Technology 16.74%
2 Financials 3.72%
3 Consumer Discretionary 3.31%
4 Communication Services 3.25%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
176
Deere & Co
DE
$142B
$3.63M 0.06%
7,796
+584
BA icon
177
Boeing
BA
$189B
$3.54M 0.06%
16,297
-1,176
IEFA icon
178
iShares Core MSCI EAFE ETF
IEFA
$173B
$3.51M 0.06%
39,202
-190
BSCR icon
179
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.5B
$3.49M 0.06%
176,606
+2,053
SCHH icon
180
Schwab US REIT ETF
SCHH
$8.88B
$3.48M 0.06%
166,486
+4,504
SCHG icon
181
Schwab US Large-Cap Growth ETF
SCHG
$53.2B
$3.44M 0.06%
105,376
-4,406
BSCT icon
182
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.7B
$3.42M 0.06%
181,561
+2,249
BSCQ icon
183
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$3.42M 0.06%
174,459
-47
BSCS icon
184
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.28B
$3.41M 0.06%
165,722
+1,135
BSCV icon
185
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.57B
$3.38M 0.06%
202,381
+14,043
DUK icon
186
Duke Energy
DUK
$93.5B
$3.35M 0.06%
28,576
+34
BSCU icon
187
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.36B
$3.34M 0.06%
197,517
+2,645
CRH icon
188
CRH
CRH
$81.9B
$3.33M 0.06%
26,681
+2,803
STT icon
189
State Street
STT
$35.7B
$3.3M 0.06%
25,555
+3,049
VGT icon
190
Vanguard Information Technology ETF
VGT
$116B
$3.25M 0.06%
4,318
+56
CME icon
191
CME Group
CME
$103B
$3.22M 0.06%
11,776
-913
FNDX icon
192
Schwab Fundamental US Large Company Index ETF
FNDX
$23.3B
$3.17M 0.06%
116,521
+2,391
BSCW icon
193
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.33B
$3.1M 0.06%
+148,395
BRK.A icon
194
Berkshire Hathaway Class A
BRK.A
$1.02T
$3.02M 0.05%
4
GS icon
195
Goldman Sachs
GS
$281B
$3.02M 0.05%
3,430
-137
IWN icon
196
iShares Russell 2000 Value ETF
IWN
$12.7B
$3.01M 0.05%
16,599
+3
AIG icon
197
American International
AIG
$39.6B
$2.99M 0.05%
34,934
+6,201
IWD icon
198
iShares Russell 1000 Value ETF
IWD
$69.1B
$2.93M 0.05%
13,946
+7,211
IVW icon
199
iShares S&P 500 Growth ETF
IVW
$67.3B
$2.93M 0.05%
23,768
-1,222
FDM icon
200
First Trust Dow Jones Select MicroCap Index Fund
FDM
$223M
$2.89M 0.05%
36,238
-127
6 7
8
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