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
326
$221K 0.02%
+5,505
327
$220K 0.02%
669
+14
328
$218K 0.02%
1,105
-11,918
329
$217K 0.02%
+13,938
330
$217K 0.02%
+1,570
331
$217K 0.02%
+4,045
332
$213K 0.02%
4,664
333
$210K 0.02%
+382
334
$207K 0.02%
+2,190
335
$206K 0.02%
+1,653
336
$205K 0.02%
+2,189
337
$204K 0.02%
1,921
-599
338
$204K 0.02%
+2,391
339
$204K 0.02%
4,876
-50
340
$202K 0.02%
+988
341
$201K 0.02%
+1,696
342
$200K 0.02%
+200
343
$186K 0.01%
15,661
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344
$153K 0.01%
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345
$141K 0.01%
39,284
-60,829
346
$140K 0.01%
10,032
-1,570
347
$121K 0.01%
2,243
-235
348
$116K 0.01%
52,562
-41,351
349
$97K 0.01%
+42,538
350
$93K 0.01%
10,545
-1,900
12 13
14
15 16