Empirical Financial Services, LLC D.b.a. Empirical Wealth Management
CIK Number: 0001510434
3.56B
Market Value
547
# of Holdings
15 months
Avg. Holding Period
70.25%
Win Rate
18.88%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 208.03 | +0.54% | 960.52K | +15.72% | 194.75M | 162.87 | 5.46% | |
| 2 | Vanguard Malver... | 48.45 | +0.06% | 3.55M | +7.53% | 174.84M | 49.3 | 4.91% | |
| 3 | Vanguard Scotts... | 78.03 | +0.03% | 2.09M | +2.90% | 165.77M | 79.43 | 4.65% | |
| 4 | Ishares Tr | 177.63 | -0.25% | 842.16K | +5.06% | 151.00M | 123.98 | 4.24% | |
| 5 | Ishares Tr | 37.03 | -0.23% | 2.72M | +5.30% | 112.85M | 32.68 | 3.17% |
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