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
$403M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$3.39M
3
+$2.17M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Top Sells

1
+$5.97M
2
+$906K
3
+$817K
4
VV icon
Vanguard Large-Cap ETF
VV
+$775K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$523K

Sector Composition

1 Technology 0.73%
2 Industrials 0.36%
3 Healthcare 0.26%
4 Energy 0.21%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.8M 19.54%
980,793
+42,158
2
$48.4M 12.01%
559,665
+25,105
3
$29.4M 7.28%
3,762,426
+119,130
4
$26.3M 6.52%
944,038
+58,830
5
$20.7M 5.13%
406,300
-117,238
6
$20.1M 4.98%
585,211
+19,589
7
$16.2M 4.01%
216,101
+7,858
8
$15.7M 3.89%
368,735
+26,862
9
$11.8M 2.92%
227,718
+23,238
10
$11.5M 2.85%
127,651
-8,609
11
$9.13M 2.26%
79,099
+1,301
12
$7.35M 1.82%
68,758
+1,504
13
$7.14M 1.77%
84,496
+76,135
14
$6.95M 1.72%
224,483
+21,613
15
$6.25M 1.55%
57,494
-35
16
$4.69M 1.16%
46,121
+35
17
$3.66M 0.91%
141,066
+22,724
18
$3.3M 0.82%
117,332
+30,214
19
$2.68M 0.66%
119,622
+6,077
20
$2.57M 0.64%
117,470
+6,188
21
$2.54M 0.63%
120,253
+4,387
22
$2.49M 0.62%
95,651
+156
23
$2.44M 0.6%
106,452
+7,825
24
$2.35M 0.58%
94,224
-36,270
25
$2.3M 0.57%
107,930
+4,390
1
2 3 4 5