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
$380M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.49M
3
+$1.41M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.25M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.16M

Top Sells

1
+$773K
2
+$687K
3
+$382K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$361K
5
VT icon
Vanguard Total World Stock ETF
VT
+$341K

Sector Composition

1 Technology 0.84%
2 Industrials 0.38%
3 Healthcare 0.27%
4 Energy 0.24%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.53%
96,342
+23,273
27
$2.01M 0.53%
96,228
+25,974
28
$1.87M 0.49%
118,626
+6,322
29
$1.82M 0.48%
27,143
+2,602
30
$1.76M 0.46%
33,294
-3,562
31
$1.7M 0.45%
28,733
+331
32
$1.65M 0.43%
45,507
+11,309
33
$1.65M 0.43%
55,508
+14,978
34
$1.63M 0.43%
15,086
+1,521
35
$1.54M 0.41%
28,557
-7,057
36
$1.46M 0.38%
18,730
-162
37
$1.44M 0.38%
24,128
-5,714
38
$1.4M 0.37%
41,038
+1,755
39
$1.39M 0.37%
30,503
+13
40
$1.34M 0.35%
27,253
+2,608
41
$1.29M 0.34%
31,434
+5,513
42
$1.16M 0.31%
23,883
+47
43
$1.12M 0.29%
24,367
-1,181
44
$1.08M 0.29%
+56,560
45
$962K 0.25%
46,668
+6,490
46
$939K 0.25%
22,890
+6,500
47
$930K 0.24%
11,906
+808
48
$879K 0.23%
24,133
+804
49
$817K 0.22%
73,801
50
$721K 0.19%
26,666
+4,055
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