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
476
$201K 0.01%
2,748
477
$201K 0.01%
+832
478
$200K 0.01%
+7,374
479
$200K 0.01%
2,270
480
$157K 0.01%
10,533
481
$147K 0.01%
+10,724
482
$130K 0.01%
16,345
+3,790
483
$102K 0.01%
+31,816
484
$70K ﹤0.01%
+1,400
485
$69K ﹤0.01%
20,000
486
$46K ﹤0.01%
+757
487
$39K ﹤0.01%
277
488
$37K ﹤0.01%
+125
489
$34K ﹤0.01%
+500
490
$26K ﹤0.01%
+15,000
491
$13K ﹤0.01%
+8
492
$5K ﹤0.01%
2
493
– –
-1,670
494
– –
-1,337
495
– –
-849
496
– –
-5,660
497
– –
-3,505
498
– –
-15,359
499
– –
-945
500
– –
-11,220
18 19
20
21 22