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
$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
51
$7.08M 0.35%
297,495
+8,727
52
$6.92M 0.35%
83,665
+17,464
53
$6.82M 0.34%
144,999
-4,852
54
$6.7M 0.33%
245,680
-3,570
55
$6.58M 0.33%
179,017
+31,136
56
$6.49M 0.32%
167,434
+26,397
57
$6.19M 0.31%
172,017
+32,542
58
$6.11M 0.3%
129,156
+6,450
59
$5.84M 0.29%
101,768
+10,036
60
$5.82M 0.29%
153,150
+35,137
61
$5.78M 0.29%
12,744
-252
62
$5.77M 0.29%
51,422
+1,875
63
$5.75M 0.29%
151,078
+11,157
64
$5.67M 0.28%
16,080
-3,955
65
$5.46M 0.27%
15,057
-3,951
66
$5.31M 0.26%
38,160
-5,820
67
$5.27M 0.26%
145,173
+28,366
68
$5.24M 0.26%
+41,484
69
$5.07M 0.25%
2,480
+519
70
$5.04M 0.25%
49,260
-250
71
$4.8M 0.24%
190,008
-1,390
72
$4.63M 0.23%
43,113
-219
73
$4.59M 0.23%
3,109
+1,429
74
$4.55M 0.23%
79,572
+9,410
75
$4.52M 0.23%
28,407
-861
1 2
3
4 5