Empirical Financial Services, LLC D.b.a. Empirical Wealth Management
CIK Number: 0001510434
3.69B
Market Value
599
# of Holdings
15 months
Avg. Holding Period
34.56%
Win Rate
25.08%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MTUM | iShares MSCI US... | 198.98 | +0.60% | 995.99K | +3.69% | 206.09M | 164.44 | 5.59% |
| 2 | VTIP | Vanguard Short-... | 49.66 | -0.01% | 3.73M | +5.17% | 180.56M | 49.26 | 4.90% |
| 3 | QUAL | iShares MSCI US... | 164.52 | -0.2% | 958.35K | +13.80% | 170.66M | 130.54 | 4.63% |
| 4 | VCSH | Vanguard Short-... | 78.34 | +0.12% | 2.16M | +3.33% | 168.24M | 79.39 | 4.56% |
| 5 | AAPL | Apple Inc. | 202.30 | -0.11% | 454.54K | +3.13% | 113.83M | 135.65 | 3.09% |
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