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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.23M 0.06%
9,124
+3,270
177
$1.22M 0.06%
69,760
+5,390
178
$1.2M 0.06%
51,004
179
$1.19M 0.06%
3,169
-140
180
$1.18M 0.06%
9,343
-20,049
181
$1.16M 0.06%
50,086
-477
182
$1.16M 0.06%
2,421
-5,352
183
$1.15M 0.06%
19,456
-850
184
$1.14M 0.06%
36,505
+7,662
185
$1.11M 0.06%
19,104
-34
186
$1.1M 0.06%
2,019
-45
187
$1.09M 0.06%
61,335
+19,209
188
$1.08M 0.06%
7,545
-3,198
189
$1.08M 0.06%
17,306
+3,336
190
$1.07M 0.06%
11,558
+1,650
191
$1.07M 0.06%
37,449
+11,418
192
$1.05M 0.06%
9,662
+298
193
$1.05M 0.06%
4,828
194
$1.05M 0.06%
11,115
+1,621
195
$1.04M 0.05%
805
-2,304
196
$1.01M 0.05%
20,824
-260
197
$1.01M 0.05%
7,178
-109
198
$1M 0.05%
2,593
-260
199
$995K 0.05%
21,796
-3,160
200
$977K 0.05%
+10,057
6 7
8
9 10