EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
-2.68%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$2.54B
AUM Growth
+$63.9M
(+2.6%)
Cap. Flow
+$135M
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
Top 10 Hldgs %
36.89%
Holding
498
New
40
Increased
251
Reduced
136
Closed
36
Top Buys
| 1 |
Apple
AAPL
|
$43.6M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$15.6M |
| 3 |
Tesla
TSLA
|
$6.42M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.05M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$5.72M |
Top Sells
| 1 |
Belpointe PREP
OZ
|
$10.9M |
| 2 |
Karat Packaging
KRT
|
$6.03M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$5.4M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.01M |
| 5 |
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% |
