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
351
$429K 0.02%
2,681
-1,922
352
$423K 0.02%
2,284
-501
353
$421K 0.02%
3,779
354
$408K 0.02%
6,001
+2,487
355
$404K 0.02%
2,501
+462
356
$395K 0.02%
2,962
-225
357
$394K 0.02%
6,799
-134
358
$393K 0.02%
+2,628
359
$392K 0.02%
+9,850
360
$391K 0.02%
1,757
-798
361
$387K 0.02%
2,336
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362
$386K 0.02%
+1,542
363
$380K 0.02%
2,734
-435
364
$379K 0.02%
21,265
-16,705
365
$377K 0.02%
9,828
-3,769
366
$373K 0.02%
5,004
-135
367
$372K 0.02%
3,560
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368
$371K 0.02%
3,784
-646
369
$371K 0.02%
6,104
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370
$369K 0.02%
6,836
-159
371
$368K 0.02%
+3,230
372
$365K 0.02%
+2,444
373
$364K 0.02%
3,642
+964
374
$364K 0.02%
17,478
+865
375
$359K 0.02%
2,321
-1,092
13 14
15
16 17