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
76
$2.52M 0.19%
3,496
+465
77
$2.43M 0.19%
27,720
-640
78
$2.37M 0.18%
18,557
+377
79
$2.37M 0.18%
83,566
+4,012
80
$2.29M 0.17%
127,398
+35,204
81
$2.27M 0.17%
75,638
+13,312
82
$2.26M 0.17%
33,146
-2,909
83
$2.25M 0.17%
84,738
-1,805
84
$2.24M 0.17%
38,193
+446
85
$2.22M 0.17%
101,899
+275
86
$2.21M 0.17%
104,225
+588
87
$2.2M 0.17%
16,478
+6,818
88
$2.18M 0.17%
30,048
-20,610
89
$2.16M 0.16%
98,559
+3,106
90
$2.11M 0.16%
24,305
+13,327
91
$2.1M 0.16%
93,960
+4,300
92
$2.1M 0.16%
22,661
+1,318
93
$2.06M 0.16%
100,783
-10,345
94
$2.06M 0.16%
50,172
+1,930
95
$2.06M 0.16%
91,057
+17,713
96
$2.06M 0.16%
20,940
-439
97
$2.02M 0.15%
35,362
+26,210
98
$2M 0.15%
24,070
-1,505
99
$1.99M 0.15%
64,242
+156
100
$1.98M 0.15%
19,648
+14,239
2 3
4
5 6