EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$2.35M
3
+$2.21M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.77M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.77M

Top Sells

1
+$24.6M
2
+$20.6M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$9.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.84M

Sector Composition

1 Technology 9.22%
2 Communication Services 3.31%
3 Healthcare 2.81%
4 Consumer Discretionary 2.66%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$713K 0.06%
5,952
+612
202
$710K 0.06%
1,921
-400
203
$710K 0.06%
9,191
+423
204
$700K 0.06%
52,435
-57,272
205
$696K 0.06%
10,892
+280
206
$666K 0.05%
20,478
-2,352
207
$661K 0.05%
+1,558
208
$658K 0.05%
6,044
+606
209
$658K 0.05%
12,855
-1,074
210
$657K 0.05%
3,476
-171
211
$655K 0.05%
4,835
212
$651K 0.05%
5,010
-1,344
213
$639K 0.05%
2,898
+213
214
$637K 0.05%
3,160
-967
215
$634K 0.05%
2,956
+605
216
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3,123
-1,092
217
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9,746
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218
$619K 0.05%
3,408
-1,980
219
$610K 0.05%
15,575
-4,500
220
$610K 0.05%
11,304
-387
221
$609K 0.05%
5,611
-860
222
$606K 0.05%
10,180
+1,510
223
$602K 0.05%
2,654
+1,097
224
$598K 0.05%
3,259
+104
225
$593K 0.05%
4,656
-508
7 8
9
10 11