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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.28M 0.06%
24,956
177
$1.28M 0.06%
3,451
+6
178
$1.28M 0.06%
3,554
+1,058
179
$1.24M 0.06%
4,478
+1,121
180
$1.23M 0.06%
18,611
+10,386
181
$1.22M 0.06%
10,533
+160
182
$1.21M 0.06%
4,163
+2,080
183
$1.21M 0.06%
2,137
-3
184
$1.2M 0.06%
21,210
+3,355
185
$1.19M 0.06%
5,062
-2,041
186
$1.19M 0.06%
6,823
+299
187
$1.17M 0.06%
11,810
188
$1.17M 0.06%
5,603
+695
189
$1.14M 0.06%
23,646
+30
190
$1.14M 0.06%
11,198
-5,259
191
$1.12M 0.06%
14,637
+1,419
192
$1.12M 0.06%
5,942
+101
193
$1.12M 0.06%
+35,783
194
$1.11M 0.06%
15,515
-11,890
195
$1.11M 0.06%
11,329
+904
196
$1.11M 0.06%
53,042
-24,589
197
$1.11M 0.06%
17,771
-3,540
198
$1.1M 0.06%
19,665
-3,184
199
$1.1M 0.05%
+20,957
200
$1.09M 0.05%
7,575
-4
6 7
8
9 10