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
526
– –
-2,949
527
– –
-1,031
528
– –
-10,153
529
– –
-1,206
530
– –
-644
531
– –
-1,935
532
– –
-900
533
– –
-719
534
– –
-3,332
535
– –
-2,425
536
– –
-2,040
537
– –
-1,971
538
– –
-12,000
539
– –
-1,901
540
– –
-1,930
541
– –
-4,087
542
– –
-4,927
543
– –
-1,001
544
– –
-4,798
545
– –
-4,090
546
– –
-909
547
– –
-4,964
548
– –
-3,358
549
– –
-3,395
550
– –
-4,045
19 20 21
22
23