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
401
$307K 0.02%
1,764
-916
402
$307K 0.02%
1,148
-436
403
$302K 0.02%
736
+81
404
$301K 0.02%
1,258
405
$300K 0.02%
+3,444
406
$298K 0.01%
3,145
-1,257
407
$294K 0.01%
3,793
-32
408
$292K 0.01%
+4,018
409
$288K 0.01%
1,151
-3
410
$286K 0.01%
+13,132
411
$285K 0.01%
+8,552
412
$285K 0.01%
+4,036
413
$284K 0.01%
2,489
-175
414
$283K 0.01%
25,112
-10,580
415
$282K 0.01%
3,200
+105
416
$281K 0.01%
2,813
-27
417
$279K 0.01%
6,102
+639
418
$278K 0.01%
8,145
419
$273K 0.01%
3,604
-3,432
420
$273K 0.01%
+5,636
421
$272K 0.01%
2,686
-118
422
$271K 0.01%
650
+187
423
$268K 0.01%
+4,538
424
$263K 0.01%
+1,902
425
$262K 0.01%
+1,739
15 16
17
18 19