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
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$522K 0.06%
52,416
-2,936
177
$521K 0.06%
12,794
+1,155
178
$521K 0.06%
23,478
+603
179
$514K 0.06%
3,917
+391
180
$511K 0.06%
15,654
+12,083
181
$509K 0.06%
+30,100
182
$508K 0.06%
7,508
+125
183
$497K 0.05%
6,218
+270
184
$497K 0.05%
+6,500
185
$496K 0.05%
14,205
-11,655
186
$494K 0.05%
2,046
+987
187
$482K 0.05%
7,537
-3,337
188
$480K 0.05%
17,197
-5,788
189
$479K 0.05%
+1,514
190
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5,830
+2,741
191
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18,604
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193
$438K 0.05%
25,614
+4,318
194
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19,486
-89,877
195
$437K 0.05%
46,178
+13,583
196
$434K 0.05%
7,224
-112
197
$429K 0.05%
12,612
+2,238
198
$425K 0.05%
4,545
+200
199
$425K 0.05%
5,282
+101
200
$424K 0.05%
+26,859
6 7
8
9 10