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
26
$15.6M 0.78%
870,390
+56,580
27
$15.5M 0.77%
814,611
+63,705
28
$14.7M 0.73%
69,134
-740
29
$14.4M 0.72%
31,588
-4,545
30
$14.2M 0.71%
68,032
+929
31
$13.1M 0.65%
177,036
+21,060
32
$12.9M 0.64%
99,825
-9,704
33
$12.5M 0.63%
70,753
-3,091
34
$12.1M 0.6%
53,073
+1,062
35
$11.7M 0.58%
187,395
+20,656
36
$11.6M 0.58%
251,822
+18,012
37
$10M 0.5%
45,088
+4,675
38
$9.99M 0.5%
362,304
-15,928
39
$9.61M 0.48%
68,820
+3,980
40
$9.55M 0.48%
380,066
-34,371
41
$9.33M 0.47%
179,593
+16,916
42
$8.92M 0.44%
234,493
+39,466
43
$8.8M 0.44%
371,710
+23,686
44
$8.4M 0.42%
14,593
+640
45
$8.29M 0.41%
23,082
-16,671
46
$8.13M 0.41%
74,142
-10,012
47
$8.04M 0.4%
249,407
-40,918
48
$7.79M 0.39%
280,523
+40,402
49
$7.67M 0.38%
135,359
-7,511
50
$7.44M 0.37%
133,375
+18,792
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