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
$1.31B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.82M
3
+$5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M
5
AMZN icon
Amazon
AMZN
+$4.31M

Top Sells

1
+$12.8M
2
+$7.12M
3
+$4.39M
4
JPM icon
JPMorgan Chase
JPM
+$4.01M
5
Z icon
Zillow
Z
+$2.59M

Sector Composition

1 Technology 10.04%
2 Consumer Discretionary 3.05%
3 Communication Services 2.67%
4 Healthcare 2.62%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 0.77%
501,914
+8,524
27
$9.62M 0.73%
80,315
+4,184
28
$9.38M 0.72%
371,178
+1,007
29
$9.16M 0.7%
78,137
+2,357
30
$8.6M 0.66%
44,163
-475
31
$8.34M 0.64%
282,636
+7,318
32
$8.33M 0.63%
167,240
-5,442
33
$8.2M 0.62%
368,328
-6,756
34
$7.92M 0.6%
157,974
-478
35
$7.61M 0.58%
159,916
-1,748
36
$6.65M 0.51%
34,178
-5,435
37
$6.59M 0.5%
127,728
-366
38
$6.05M 0.46%
197,538
+16,658
39
$6.01M 0.46%
27,491
-4,903
40
$5.99M 0.46%
97,372
-1,761
41
$5.97M 0.45%
300,672
+21,195
42
$5.89M 0.45%
201,054
+25,531
43
$5.59M 0.43%
76,574
+18,461
44
$5.28M 0.4%
40,685
-19,957
45
$5.25M 0.4%
16,736
-7,850
46
$5.24M 0.4%
13,909
-550
47
$5.16M 0.39%
13,738
+1,037
48
$5.07M 0.39%
93,332
+7,041
49
$4.86M 0.37%
173,474
+634
50
$4.36M 0.33%
80,580
-410
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