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
301
$579K 0.03%
9,959
+644
302
$579K 0.03%
22,902
+96
303
$576K 0.03%
12,495
+1,229
304
$574K 0.03%
25,056
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305
$572K 0.03%
1,167
+32
306
$571K 0.03%
9,565
-200
307
$571K 0.03%
23,277
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308
$568K 0.03%
6,579
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309
$568K 0.03%
14,700
+1,735
310
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6,678
-5,958
311
$557K 0.03%
12,334
+2,513
312
$554K 0.03%
22,653
+87
313
$552K 0.03%
6,078
-5,120
314
$550K 0.03%
3,622
-961
315
$545K 0.03%
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316
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2,085
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317
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22,660
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318
$536K 0.03%
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319
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4,699
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320
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3,027
-196
321
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3,324
-560
322
$525K 0.03%
14,017
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323
$520K 0.03%
15,910
324
$519K 0.03%
21,815
+82
325
$519K 0.03%
2,530
-1,025
11 12
13
14 15