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
$1.31B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.82M
3
+$5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M
5
AMZN icon
Amazon
AMZN
+$4.31M

Top Sells

1
+$12.8M
2
+$7.12M
3
+$4.39M
4
JPM icon
JPMorgan Chase
JPM
+$4.01M
5
Z icon
Zillow
Z
+$2.59M

Sector Composition

1 Technology 10.04%
2 Consumer Discretionary 3.05%
3 Communication Services 2.67%
4 Healthcare 2.62%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$478K 0.04%
4,422
+1,482
252
$477K 0.04%
8,476
-1,764
253
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5,490
+660
254
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25,933
+408
255
$467K 0.04%
13,889
256
$463K 0.04%
+18,095
257
$462K 0.04%
2,002
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258
$459K 0.04%
2,249
259
$457K 0.03%
3,808
-180
260
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+12,003
261
$450K 0.03%
3,949
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262
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8,430
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263
$430K 0.03%
1,500
264
$429K 0.03%
3,626
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265
$429K 0.03%
18,882
-5,208
266
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267
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268
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269
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270
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8,970
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271
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8,670
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272
$404K 0.03%
4,856
-484
273
$397K 0.03%
13,125
274
$397K 0.03%
945
-10
275
$390K 0.03%
6,861
9 10
11
12 13