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
301
$306K 0.02%
656
-11
302
$303K 0.02%
3,778
-26
303
$295K 0.02%
3,373
+93
304
$291K 0.02%
+1,890
305
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3,137
+13
306
$281K 0.02%
2,203
+2
307
$277K 0.02%
4,797
308
$276K 0.02%
1,799
309
$276K 0.02%
1,128
-1,326
310
$275K 0.02%
+2,763
311
$274K 0.02%
+5,268
312
$274K 0.02%
+1,370
313
$272K 0.02%
+2,059
314
$260K 0.02%
16,208
-35,992
315
$258K 0.02%
10,500
316
$255K 0.02%
+3,172
317
$254K 0.02%
4,326
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318
$252K 0.02%
+1,900
319
$250K 0.02%
+3,784
320
$248K 0.02%
16,452
-1,284
321
$248K 0.02%
+1,424
322
$244K 0.02%
+2,537
323
$228K 0.02%
748
324
$228K 0.02%
2,478
325
$223K 0.02%
+14,907
11 12
13
14 15