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
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.31%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$863K 0.07%
19,053
+3,711
177
$860K 0.07%
21,738
178
$856K 0.07%
16,735
-448
179
$850K 0.07%
13,464
+1,739
180
$845K 0.07%
13,600
-2,195
181
$835K 0.07%
3,224
-999
182
$835K 0.07%
6,603
-169
183
$830K 0.07%
4,303
+1,682
184
$814K 0.07%
18,443
-5,077
185
$806K 0.06%
+22,397
186
$803K 0.06%
3,698
-897
187
$798K 0.06%
4,955
+313
188
$796K 0.06%
7,190
-530
189
$791K 0.06%
10,123
-2,164
190
$789K 0.06%
+18,152
191
$773K 0.06%
5,728
+2,588
192
$770K 0.06%
11,592
+946
193
$764K 0.06%
5,760
+1,281
194
$752K 0.06%
5,627
-3,408
195
$739K 0.06%
7,671
+409
196
$730K 0.06%
2,935
-2,041
197
$725K 0.06%
7,588
+935
198
$724K 0.06%
35,720
-9,975
199
$724K 0.06%
2,726
+374
200
$721K 0.06%
31,543
-28,414
6 7
8
9 10