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
$383M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.49M
3
+$929K
4
INTC icon
Intel
INTC
+$733K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$698K

Top Sells

1
+$6.01M
2
+$4.9M
3
+$1.38M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Sector Composition

1 Technology 2.15%
2 Financials 0.76%
3 Healthcare 0.62%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.51%
88,208
+5,457
27
$1.94M 0.51%
68,094
-616
28
$1.77M 0.46%
16,750
29
$1.75M 0.46%
55,070
30
$1.53M 0.4%
70,502
+5,863
31
$1.5M 0.39%
69,485
+4,771
32
$1.48M 0.39%
47,929
-1,500
33
$1.41M 0.37%
12,503
-356
34
$1.37M 0.36%
19,025
+4,313
35
$1.3M 0.34%
20,182
-100
36
$1.23M 0.32%
22,688
+1,216
37
$1.12M 0.29%
22,768
-250
38
$1.11M 0.29%
31,941
39
$1.1M 0.29%
10,688
+1,190
40
$1.05M 0.28%
10,818
-60
41
$1.03M 0.27%
42,581
+5,049
42
$1.03M 0.27%
40,573
+4,297
43
$997K 0.26%
18,860
-348
44
$995K 0.26%
17,705
-221
45
$975K 0.25%
37,795
+2,781
46
$964K 0.25%
4,456
-953
47
$959K 0.25%
26,073
+9,592
48
$952K 0.25%
36,757
+3,305
49
$939K 0.25%
38,663
+4,458
50
$938K 0.25%
37,784
+3,180
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