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
326
$514K 0.03%
8,642
+2,654
327
$514K 0.03%
6,682
+1,526
328
$507K 0.03%
5,804
-313
329
$505K 0.03%
1,158
-18
330
$502K 0.03%
9,330
-240
331
$498K 0.02%
6,895
-3,000
332
$496K 0.02%
4,328
+1,063
333
$492K 0.02%
13,380
+6,855
334
$481K 0.02%
50,066
+838
335
$481K 0.02%
2,897
-240
336
$478K 0.02%
4,795
-115
337
$475K 0.02%
+4,286
338
$471K 0.02%
4,405
+398
339
$471K 0.02%
7,923
+1,545
340
$471K 0.02%
6,970
-110
341
$466K 0.02%
10,212
-2,904
342
$460K 0.02%
2,666
-2,396
343
$458K 0.02%
24,504
+3,920
344
$457K 0.02%
19,026
+5,018
345
$456K 0.02%
1,400
-4
346
$450K 0.02%
6,487
-6,905
347
$448K 0.02%
4,780
-1,263
348
$438K 0.02%
2,158
-18
349
$435K 0.02%
6,425
-159
350
$430K 0.02%
4,015
+1,042
12 13
14
15 16