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
$687M
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.42M
3
+$3.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.85M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.72M

Top Sells

1
+$575K
2
+$373K
3
+$307K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$293K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$291K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 2.1%
3 Financials 2.07%
4 Industrials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 16.12%
1,388,807
+40,541
2
$69.2M 10.06%
796,061
+22,965
3
$59.1M 8.61%
1,215,051
+104,758
4
$33.7M 4.9%
400,129
+9,918
5
$32.4M 4.72%
626,922
+55,067
6
$29.5M 4.3%
1,083,700
+99,907
7
$19.2M 2.79%
220,703
+20,628
8
$14M 2.04%
488,658
+90,434
9
$11M 1.6%
38,986
-594
10
$10.6M 1.54%
218,798
-2,972
11
$10.1M 1.48%
78,132
-1,500
12
$9.53M 1.39%
845,748
-14,400
13
$9.41M 1.37%
79,796
+10,020
14
$7.81M 1.14%
70,273
-1,375
15
$7.77M 1.13%
163,636
+17,748
16
$7.72M 1.12%
86,700
+2,740
17
$7.67M 1.12%
237,970
+38,801
18
$7.29M 1.06%
382,575
+49,043
19
$6.37M 0.93%
68,685
+9,009
20
$6.29M 0.91%
130,417
-726
21
$5.74M 0.83%
39,661
-2,027
22
$5.67M 0.82%
63,995
+24,825
23
$5.63M 0.82%
14,757
+8,962
24
$4.93M 0.72%
169,114
+39,989
25
$4.82M 0.7%
185,920
-5,114
1
2 3 4 5