EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$46.7M
2
+$15.6M
3
+$6.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.66M

Top Sells

1
+$11M
2
+$6.03M
3
+$5.41M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.16M
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
1
$147M 5.78%
1,955,412
+80,457
2
$135M 5.3%
2,851,108
+329,587
3
$110M 4.32%
786,013
+31,178
4
$106M 4.17%
619,764
+254,635
5
$84.2M 3.31%
1,108,158
+30,788
6
$77.8M 3.06%
590,074
+18,541
7
$75.9M 2.99%
2,258,183
+83,569
8
$71.6M 2.82%
1,504,983
+59,715
9
$67.1M 2.64%
1,372,170
+78,604
10
$63.7M 2.51%
1,872,618
+93,175
11
$59.3M 2.33%
2,423,433
+136,917
12
$56.1M 2.21%
1,720,299
+74,142
13
$51.8M 2.04%
163,912
-3,627
14
$46.2M 1.82%
801,680
+32,465
15
$45M 1.77%
326,058
-6,530
16
$42.3M 1.67%
559,674
+34,469
17
$40.7M 1.6%
95,251
-1,437
18
$38.1M 1.5%
834,068
+6,399
19
$32.5M 1.28%
742,280
+241
20
$26.6M 1.05%
611,860
+75,910
21
$26.5M 1.04%
458,762
+25,257
22
$23.9M 0.94%
225,433
-11,604
23
$20.7M 0.81%
788,944
-2,679
24
$20.3M 0.8%
294,142
+7,285
25
$19.7M 0.78%
123,670
-10,799
1
2 3 4 5