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
426
$260K 0.01%
+10,752
427
$259K 0.01%
2,053
-32
428
$258K 0.01%
1,703
-35
429
$257K 0.01%
4,248
-20
430
$257K 0.01%
1,009
-108
431
$253K 0.01%
2,795
-11
432
$252K 0.01%
+2,792
433
$251K 0.01%
+2,937
434
$251K 0.01%
3,882
-4,000
435
$249K 0.01%
9,366
-5,795
436
$245K 0.01%
7,250
437
$243K 0.01%
1,300
-180
438
$240K 0.01%
10,500
-288
439
$239K 0.01%
+1,775
440
$237K 0.01%
2,391
+380
441
$236K 0.01%
+9,391
442
$234K 0.01%
2,300
443
$233K 0.01%
4,113
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444
$232K 0.01%
20,721
445
$230K 0.01%
+1,515
446
$230K 0.01%
2,129
-125
447
$228K 0.01%
3,136
-100
448
$226K 0.01%
+1,315
449
$226K 0.01%
1,293
-3
450
$226K 0.01%
2,500
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