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
76
$234K 0.08%
+1,459
77
$218K 0.07%
+1,352
78
$215K 0.07%
+2,096
79
$205K 0.07%
+3,918
80
$202K 0.07%
+1,104
81
$200K 0.07%
+1,760
82
$142K 0.05%
+20,000
1 2 3
4