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
$1.31B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.82M
3
+$5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M
5
AMZN icon
Amazon
AMZN
+$4.31M

Top Sells

1
+$12.8M
2
+$7.12M
3
+$4.39M
4
JPM icon
JPMorgan Chase
JPM
+$4.01M
5
Z icon
Zillow
Z
+$2.59M

Sector Composition

1 Technology 10.04%
2 Consumer Discretionary 3.05%
3 Communication Services 2.67%
4 Healthcare 2.62%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.2M 0.32%
51,604
52
$4.16M 0.32%
132,610
-6,541
53
$3.88M 0.3%
103,043
-7,976
54
$3.64M 0.28%
99,605
-375
55
$3.52M 0.27%
38,525
-3,113
56
$3.5M 0.27%
124,039
-6,063
57
$3.48M 0.27%
77,867
+16,208
58
$3.42M 0.26%
103,971
+20,463
59
$3.42M 0.26%
16,801
+12,603
60
$3.41M 0.26%
214,247
-275,652
61
$3.27M 0.25%
37,280
+2,140
62
$3.18M 0.24%
22,881
+3,525
63
$3.13M 0.24%
239,880
+132,240
64
$3.1M 0.24%
83,357
-394
65
$2.84M 0.22%
13,228
+2,485
66
$2.81M 0.21%
21,327
+285
67
$2.77M 0.21%
75,149
+3,348
68
$2.72M 0.21%
79,800
+15,362
69
$2.66M 0.2%
10,196
+1,675
70
$2.64M 0.2%
10,770
-435
71
$2.6M 0.2%
11,211
+775
72
$2.59M 0.2%
10,992
+1,257
73
$2.58M 0.2%
53,903
-4,933
74
$2.55M 0.19%
60,741
+13,854
75
$2.54M 0.19%
23,734
-9,137
1 2
3
4 5