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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.56M 0.06%
3,393
+265
177
$1.55M 0.06%
3,059
+1,820
178
$1.54M 0.06%
9,371
-4,697
179
$1.53M 0.06%
40,410
+2,350
180
$1.5M 0.06%
16,136
+1,387
181
$1.5M 0.06%
27,440
-190
182
$1.49M 0.06%
3,822
+54
183
$1.49M 0.06%
50,176
184
$1.46M 0.06%
27,423
+4,122
185
$1.45M 0.06%
86,033
+9,599
186
$1.43M 0.06%
3,781
+671
187
$1.42M 0.06%
64,030
+10,778
188
$1.41M 0.06%
59,790
+1,035
189
$1.41M 0.06%
80,932
+5,407
190
$1.4M 0.05%
15,480
+309
191
$1.39M 0.05%
25,428
-5,518
192
$1.39M 0.05%
18,439
+1,090
193
$1.39M 0.05%
24,765
+1,445
194
$1.38M 0.05%
8,905
-178
195
$1.37M 0.05%
24,258
-57
196
$1.34M 0.05%
5,001
+123
197
$1.33M 0.05%
11,605
-269
198
$1.31M 0.05%
31,255
+573
199
$1.3M 0.05%
5,541
-60
200
$1.3M 0.05%
7,355
+1,585
6 7
8
9 10