EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.37M
3
+$4.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.49M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.84M

Top Sells

1
+$2.87M
2
+$1.46M
3
+$969K
4
VV icon
Vanguard Large-Cap ETF
VV
+$890K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$803K

Sector Composition

1 Technology 0.5%
2 Industrials 0.44%
3 Healthcare 0.27%
4 Consumer Staples 0.23%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73M 20.64%
914,995
+51,007
2
$42.8M 12.11%
518,004
+22,198
3
$26M 7.34%
510,501
+27,152
4
$25.9M 7.32%
3,525,684
+338,784
5
$22.1M 6.26%
838,988
+65,056
6
$17.3M 4.9%
532,333
+40,965
7
$12.7M 3.6%
305,815
+112,929
8
$12.4M 3.5%
191,777
+20,357
9
$12.2M 3.46%
144,250
-10,499
10
$9.16M 2.59%
183,840
+87,742
11
$8.54M 2.42%
77,750
-7,302
12
$7.17M 2.03%
67,434
+645
13
$5.71M 1.61%
55,038
+14,732
14
$5.3M 1.5%
171,737
+41,609
15
$4.45M 1.26%
46,410
-1,644
16
$2.89M 0.82%
36,101
-35,848
17
$2.81M 0.8%
112,662
+35,520
18
$2.63M 0.74%
104,582
+39,642
19
$1.94M 0.55%
36,856
-5,140
20
$1.94M 0.55%
35,614
+14,558
21
$1.89M 0.53%
73,834
+36,508
22
$1.86M 0.53%
84,959
+17,332
23
$1.83M 0.52%
86,157
+17,011
24
$1.78M 0.5%
79,867
+19,265
25
$1.77M 0.5%
29,842
-787
1
2 3 4