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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$251K 0.04%
+3,345
202
$249K 0.04%
+9,016
203
$248K 0.04%
1,360
-16
204
$245K 0.04%
1,982
205
$245K 0.04%
4,060
-4,817
206
$243K 0.04%
+7,875
207
$241K 0.04%
2,987
+817
208
$241K 0.04%
+5,424
209
– –
0
210
$239K 0.03%
+2,823
211
$239K 0.03%
+4,953
212
$235K 0.03%
5,100
213
$233K 0.03%
+4,480
214
$233K 0.03%
+1,293
215
$233K 0.03%
+1,834
216
$230K 0.03%
+1,460
217
$228K 0.03%
+3,659
218
$227K 0.03%
+800
219
$227K 0.03%
+13,865
220
$227K 0.03%
+2,273
221
$226K 0.03%
1,125
-160
222
$218K 0.03%
+2,045
223
$218K 0.03%
+798
224
$207K 0.03%
+4,740
225
$206K 0.03%
+11,090
6 7 8
9
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