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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$333K 0.05%
23,485
-10,500
177
$330K 0.05%
+9,250
178
$322K 0.05%
+7,082
179
$318K 0.05%
6,350
+4
180
$311K 0.05%
6,239
-1,420
181
$295K 0.04%
1,500
-180
182
$293K 0.04%
2,161
+516
183
$292K 0.04%
15,987
-795
184
$291K 0.04%
+5,797
185
$290K 0.04%
1,822
-241
186
$286K 0.04%
5,733
-132
187
$285K 0.04%
4,078
188
$283K 0.04%
3,211
-815
189
$280K 0.04%
3,865
-1,880
190
$276K 0.04%
+17,500
191
$274K 0.04%
1,056
-138
192
$270K 0.04%
5,006
-1,298
193
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1,538
+39
194
$265K 0.04%
1,072
+207
195
$263K 0.04%
6,935
+730
196
$262K 0.04%
16,984
+67
197
$261K 0.04%
+6,096
198
$259K 0.04%
+5,307
199
$258K 0.04%
+14,799
200
$252K 0.04%
25,432
+1,928
6 7
8
9 10