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
$380M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.49M
3
+$1.41M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.25M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.16M

Top Sells

1
+$773K
2
+$687K
3
+$382K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$361K
5
VT icon
Vanguard Total World Stock ETF
VT
+$341K

Sector Composition

1 Technology 0.84%
2 Industrials 0.38%
3 Healthcare 0.27%
4 Energy 0.24%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$716K 0.19%
26,220
+5,025
52
$706K 0.19%
8,361
-12
53
$704K 0.19%
26,523
+3,963
54
$703K 0.19%
9,097
+886
55
$673K 0.18%
10,659
+906
56
$671K 0.18%
15,351
+589
57
$668K 0.18%
24,291
+4,647
58
$660K 0.17%
5,466
-462
59
$650K 0.17%
23,778
+3,787
60
$601K 0.16%
4,844
-15
61
$600K 0.16%
3,207
-494
62
$598K 0.16%
5,271
-44
63
$591K 0.16%
+22,476
64
$564K 0.15%
7,000
+168
65
$564K 0.15%
10,807
+42
66
$549K 0.14%
+7,810
67
$489K 0.13%
28,444
+7,378
68
$458K 0.12%
14,885
-2,881
69
$455K 0.12%
19,977
+1,221
70
$436K 0.11%
7,757
71
$398K 0.1%
3,228
72
$383K 0.1%
12,785
-3,528
73
$377K 0.1%
3,168
-629
74
$367K 0.1%
9,998
-626
75
$359K 0.09%
7,398
+1,095
1 2
3
4 5