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
$383M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.49M
3
+$929K
4
INTC icon
Intel
INTC
+$733K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$698K

Top Sells

1
+$6.01M
2
+$4.9M
3
+$1.38M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Sector Composition

1 Technology 2.15%
2 Financials 0.76%
3 Healthcare 0.62%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$929K 0.24%
+47,534
52
$914K 0.24%
10,511
-388
53
$900K 0.24%
10,031
+651
54
$857K 0.22%
3,940
-3,689
55
$856K 0.22%
6,034
+1,195
56
$710K 0.19%
12,872
-658
57
$705K 0.18%
28,122
+7,389
58
$701K 0.18%
7,043
-304
59
$699K 0.18%
16,700
60
$660K 0.17%
8,462
-1,309
61
$623K 0.16%
10,528
-2,363
62
$602K 0.16%
29,024
+20
63
$582K 0.15%
3,948
+1,719
64
$572K 0.15%
6,549
+909
65
$551K 0.14%
8,979
+2,711
66
$538K 0.14%
12,549
+2,703
67
$537K 0.14%
3,218
-74
68
$517K 0.14%
3,924
+2,218
69
$513K 0.13%
16,598
+31
70
$495K 0.13%
5,893
-20
71
$488K 0.13%
33,890
+108
72
$483K 0.13%
3,169
+626
73
$471K 0.12%
3,823
-12
74
$452K 0.12%
3,570
+2
75
$450K 0.12%
+9,289
1 2
3
4 5