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
76
$332K 0.09%
6,994
-3,454
77
$323K 0.09%
3,977
-677
78
$323K 0.09%
12,010
+44
79
$318K 0.08%
4,897
+356
80
$290K 0.08%
+5,274
81
$289K 0.08%
7,129
-117
82
$254K 0.07%
6,574
83
$250K 0.07%
+5,105
84
$250K 0.07%
54,022
-11,000
85
$249K 0.07%
9,038
+14
86
$246K 0.06%
3,072
+2
87
$242K 0.06%
4,725
+5
88
$239K 0.06%
1,908
-211
89
$238K 0.06%
+3,945
90
$234K 0.06%
+1,246
91
$232K 0.06%
2,362
+134
92
$225K 0.06%
3,976
+14
93
$218K 0.06%
+4,017
94
$217K 0.06%
4,095
+321
95
$206K 0.05%
1,760
96
$204K 0.05%
+7,620
97
$201K 0.05%
+7,913
98
$186K 0.05%
20,000
99
– –
-3,936
100
– –
-2,748
1 2 3
4
5