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
76
$427K 0.11%
23,485
77
$423K 0.11%
4,559
+870
78
$411K 0.11%
10,951
+1,678
79
$399K 0.1%
8,005
-463
80
$398K 0.1%
25,442
-2,569
81
$385K 0.1%
+6,605
82
$377K 0.1%
3,188
+340
83
$349K 0.09%
4,411
-32
84
$346K 0.09%
5,576
+200
85
$346K 0.09%
13,901
86
$310K 0.08%
9,764
-74
87
$310K 0.08%
2,043
+383
88
$308K 0.08%
2,591
+26
89
$302K 0.08%
9,856
+2,207
90
$300K 0.08%
7,086
+210
91
$292K 0.08%
5,549
+45
92
$291K 0.08%
2,272
+196
93
$283K 0.07%
9,984
94
$278K 0.07%
+5,339
95
$274K 0.07%
3,936
-1
96
$271K 0.07%
6,238
+1,090
97
$269K 0.07%
8,695
-95
98
$261K 0.07%
3,120
+355
99
$255K 0.07%
11,060
-3,094
100
$242K 0.06%
2,225
+220
1 2 3
4
5