EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
This Quarter Return
+13.19%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$1.07B
AUM Growth
+$1.07B
(+17%)
Cap. Flow
+$50.6M
Cap. Flow
% of AUM
4.73%
Top 10 Holdings %
Top 10 Hldgs %
46.97%
Holding
350
New
38
Increased
133
Reduced
129
Closed
24
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.76M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.81M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$3.6M |
| 4 |
Apple
AAPL
|
$3.38M |
| 5 |
Invesco S&P 500 BuyWrite ETF
PBP
|
$1.7M |
Sector Composition
| 1 | Technology | 8.42% |
| 2 | Healthcare | 2.92% |
| 3 | Financials | 2.68% |
| 4 | Consumer Discretionary | 2.46% |
| 5 | Communication Services | 1.6% |
