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
$534M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.8M
3
+$2.69M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.59M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.26M

Top Sells

1
+$1.86M
2
+$1.67M
3
+$1.05M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$835K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K

Sector Composition

1 Technology 4.28%
2 Consumer Discretionary 1.74%
3 Financials 1.63%
4 Healthcare 1.56%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$203K 0.04%
2,829
177
$202K 0.04%
1,760
178
$202K 0.04%
+5,160
179
$202K 0.04%
+6,250
180
$200K 0.04%
+2,343
181
$128K 0.02%
20,000
182
$109K 0.02%
23,200
183
$53K 0.01%
51
184
$17K ﹤0.01%
500
185
$14K ﹤0.01%
518
+141
186
– –
-6,085
187
– –
-1
188
– –
-9,831
189
– –
-20,356
190
– –
-17,208
4 5 6 7
8