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
$300M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$40M
3
+$24.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$21.3M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.86%
2 Industrials 0.4%
3 Consumer Staples 0.28%
4 Energy 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.18%
+11,259
52
$527K 0.18%
+73,801
53
$512K 0.17%
+13,308
54
$504K 0.17%
+8,157
55
$489K 0.16%
+4,399
56
$483K 0.16%
+5,278
57
$475K 0.16%
+4,018
58
$453K 0.15%
+23,289
59
$442K 0.15%
+10,546
60
$423K 0.14%
+79,022
61
$400K 0.13%
+10,304
62
$371K 0.12%
+6,592
63
$352K 0.12%
+4,351
64
$344K 0.11%
+13,094
65
$342K 0.11%
+13,040
66
$342K 0.11%
+13,312
67
$335K 0.11%
+12,934
68
$332K 0.11%
+12,666
69
$330K 0.11%
+12,702
70
$314K 0.1%
+5,188
71
$305K 0.1%
+6,921
72
$283K 0.09%
+7,057
73
$272K 0.09%
+21,121
74
$257K 0.09%
+7,842
75
$255K 0.09%
+4,724
1 2
3
4