EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
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
501
– –
-1,560
502
– –
-3,218
503
– –
-1,918
504
– –
-1,788
505
– –
-2,042
506
– –
-3,226
507
– –
-3,981
508
– –
-1,074
509
– –
-8,191
510
– –
-1,479
511
– –
-13,730
512
– –
-29,481
513
– –
-660
514
– –
-7,060
515
– –
-3,708
516
– –
-3,505
517
– –
-1,670
518
– –
-1,337
519
– –
-849
520
– –
-5,660
521
– –
-15,359
522
– –
-945
523
– –
-11,220
524
– –
-950
525
– –
-5,489
19 20
21
22 23