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
351
$93K 0.01%
+10,344
352
$89K 0.01%
11,305
353
$84K 0.01%
+24,056
354
$82K 0.01%
+10,660
355
$79K 0.01%
20,000
356
$79K 0.01%
+16,140
357
$77K 0.01%
11,265
358
$75K 0.01%
+22,924
359
$74K 0.01%
+12,533
360
$72K 0.01%
+21,401
361
$67K 0.01%
+55,849
362
$65K 0.01%
+11,611
363
$63K ﹤0.01%
+14,726
364
$52K ﹤0.01%
+10,898
365
$51K ﹤0.01%
+11,103
366
$50K ﹤0.01%
+19,424
367
$48K ﹤0.01%
+13,701
368
$43K ﹤0.01%
+1,205
369
$43K ﹤0.01%
+10,345
370
$37K ﹤0.01%
+15,425
371
$24K ﹤0.01%
+23,267
372
$18K ﹤0.01%
+10,444
373
$13K ﹤0.01%
2
374
– –
0
375
$10K ﹤0.01%
+10,000
13 14
15
16 17