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
$2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$22.6M
3
+$6.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.02M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.98M

Top Sells

1
+$8.72M
2
+$4.08M
3
+$3.83M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 3.07%
3 Communication Services 2.46%
4 Healthcare 2.44%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.09M 0.05%
3,561
202
$1.09M 0.05%
8,001
-470
203
$1.09M 0.05%
17,764
+1,682
204
$1.07M 0.05%
14,754
-2,288
205
$1.06M 0.05%
+13,639
206
$1.06M 0.05%
5,610
+1,531
207
$1.05M 0.05%
15,365
+8,175
208
$1.05M 0.05%
11,285
+4,688
209
$1.05M 0.05%
10,142
-438
210
$1.05M 0.05%
5,406
+2,670
211
$1.04M 0.05%
12,636
-3,764
212
$1.03M 0.05%
13,042
+91
213
$1.02M 0.05%
13,726
+1,500
214
$1.01M 0.05%
+44,512
215
$1M 0.05%
16,903
+3,234
216
$999K 0.05%
28,050
+1,400
217
$987K 0.05%
6,644
+1,705
218
$987K 0.05%
8,080
+402
219
$984K 0.05%
7,363
+456
220
$981K 0.05%
16,794
-5,718
221
$981K 0.05%
28,174
+1,502
222
$981K 0.05%
6,025
+21
223
$975K 0.05%
7,080
-20
224
$975K 0.05%
11,395
-407
225
$968K 0.05%
+20,173
7 8
9
10 11