EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$9.06M
3
+$5.24M
4
AAPL icon
Apple
AAPL
+$5.13M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.93M

Top Sells

1
+$5.99M
2
+$2.73M
3
+$2.21M
4
ADBE icon
Adobe
ADBE
+$2.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 2.81%
3 Financials 2.69%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$938K 0.05%
11,070
-215
227
$936K 0.05%
3,438
-13
228
$929K 0.05%
10,936
-135
229
$923K 0.05%
2,582
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230
$923K 0.05%
5,854
-171
231
$894K 0.04%
26,210
-1,840
232
$880K 0.04%
17,015
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233
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2,155
+18
234
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27,564
+4,420
235
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2,196
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236
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9,017
-2,312
237
$855K 0.04%
7,292
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238
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24,095
-1,674
239
$852K 0.04%
17,169
-6,477
240
$851K 0.04%
84,102
241
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242
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6,500
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243
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33,077
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244
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42,126
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245
$815K 0.04%
28,061
246
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35,713
-70
247
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1,161
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248
$793K 0.04%
6,860
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249
$792K 0.04%
35,990
250
$783K 0.04%
41,407
+2,642
8 9
10
11 12