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
$911M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$11.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.6M
5
VTV icon
Vanguard Value ETF
VTV
+$9.7M

Top Sells

1
+$8.94M
2
+$5.65M
3
+$2.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.05M

Sector Composition

1 Technology 7.39%
2 Healthcare 2.13%
3 Financials 2.04%
4 Consumer Discretionary 1.89%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$422K 0.05%
+5,030
202
$421K 0.05%
+6,150
203
$420K 0.05%
26,066
+13,863
204
$419K 0.05%
2,970
-568
205
$419K 0.05%
9,163
+4,092
206
$418K 0.05%
5,383
+2,544
207
$418K 0.05%
8,377
-2,265
208
$415K 0.05%
1,371
-46
209
$407K 0.04%
13,316
+4,752
210
$405K 0.04%
2,990
+676
211
$405K 0.04%
+14,399
212
$404K 0.04%
18,988
+9,325
213
$398K 0.04%
+3,590
214
$397K 0.04%
19,813
+8,867
215
$396K 0.04%
16,765
-1,368
216
$386K 0.04%
7,713
+924
217
$385K 0.04%
3,314
+188
218
$384K 0.04%
4,292
-3,106
219
$381K 0.04%
2,874
+1,415
220
$368K 0.04%
3,874
-51
221
$367K 0.04%
11,724
+2,278
222
$364K 0.04%
4,479
-709
223
$360K 0.04%
2,167
+1,006
224
$357K 0.04%
1,628
-161
225
$353K 0.04%
3,846
+2,020
7 8
9
10 11