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
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.29M 0.05%
6,312
+1,561
202
$1.28M 0.05%
11,542
-1,044
203
$1.26M 0.05%
45,892
-2,020
204
$1.24M 0.05%
15,356
+1,272
205
$1.22M 0.05%
12,602
-1,118
206
$1.21M 0.05%
44,838
+2,117
207
$1.21M 0.05%
1,471
+119
208
$1.2M 0.05%
8,493
+427
209
$1.17M 0.05%
2,284
+125
210
$1.11M 0.04%
4,369
+7
211
$1.1M 0.04%
36,152
+4,851
212
$1.09M 0.04%
18,789
+3,518
213
$1.09M 0.04%
14,466
+73
214
$1.08M 0.04%
13,819
-3,907
215
$1.07M 0.04%
13,353
+1,664
216
$1.07M 0.04%
5,270
+1,685
217
$1.07M 0.04%
2,868
+1,131
218
$1.06M 0.04%
38,931
219
$1.04M 0.04%
4,995
-28
220
$1.03M 0.04%
17,617
+5,896
221
$1.03M 0.04%
9,483
+397
222
$1.02M 0.04%
9,058
-35
223
$1.01M 0.04%
36,433
-928
224
$1M 0.04%
5,148
+1,405
225
$1M 0.04%
34,392
+7,766
7 8
9
10 11