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
$1.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$9.85M
3
+$9.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.44M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.67M

Top Sells

1
+$9.56M
2
+$5.67M
3
+$4.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.22M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.2M

Sector Composition

1 Technology 7.94%
2 Healthcare 2.88%
3 Consumer Discretionary 2.48%
4 Financials 2.3%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$960K 0.05%
9,984
-1,184
202
$955K 0.05%
4,848
-2,031
203
$950K 0.05%
27,695
-1,110
204
$946K 0.05%
11,810
205
$938K 0.05%
22,456
+11,260
206
$929K 0.05%
10,351
+1,296
207
$927K 0.05%
10,193
-1,232
208
$923K 0.05%
40,790
+12,564
209
$923K 0.05%
22,776
+5,607
210
$920K 0.05%
11,178
-1,470
211
$903K 0.05%
3,736
-12,640
212
$898K 0.05%
11,577
+4,513
213
$888K 0.05%
6,986
-417
214
$885K 0.05%
14,266
-249
215
$884K 0.05%
9,845
-139
216
$881K 0.05%
32,956
-9,824
217
$880K 0.05%
10,397
+3,719
218
$876K 0.05%
3,438
219
$868K 0.05%
5,257
+49
220
$866K 0.05%
44,581
-1,240
221
$858K 0.05%
22,644
-12,837
222
$847K 0.04%
13,496
-2,800
223
$846K 0.04%
5,833
+2,936
224
$840K 0.04%
3,903
-5,504
225
$839K 0.04%
16,598
-417
7 8
9
10 11