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
451
$226K 0.01%
5,100
-1,646
452
$225K 0.01%
10,451
453
$224K 0.01%
6,163
-11,156
454
$224K 0.01%
2,553
-103
455
$224K 0.01%
3,026
456
$222K 0.01%
1,428
457
$222K 0.01%
1,683
-69
458
$221K 0.01%
2,508
+60
459
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1,716
-163
460
$219K 0.01%
1,434
-519
461
$213K 0.01%
3,353
462
$213K 0.01%
4,665
-2,760
463
$212K 0.01%
579
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464
$211K 0.01%
746
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465
$210K 0.01%
4,664
466
$209K 0.01%
2,330
467
$208K 0.01%
493
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468
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469
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470
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471
$205K 0.01%
1,136
-127
472
$203K 0.01%
24,534
+12,524
473
$203K 0.01%
+6,333
474
$202K 0.01%
+5,070
475
$202K 0.01%
6,396
17 18
19
20 21