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
76
$4.31M 0.21%
234,592
-8,602
77
$4.19M 0.21%
139,095
+12,804
78
$4.15M 0.21%
18,698
+1,149
79
$4.08M 0.2%
16,510
+3,605
80
$4.07M 0.2%
29,392
+13,250
81
$4.07M 0.2%
16,376
+7,922
82
$4.03M 0.2%
139,117
+3,402
83
$3.8M 0.19%
86,822
+9,378
84
$3.76M 0.19%
145,348
+64,083
85
$3.7M 0.18%
24,209
-5,781
86
$3.7M 0.18%
102,756
-10,748
87
$3.65M 0.18%
15,489
-9,373
88
$3.62M 0.18%
22,445
-2,726
89
$3.6M 0.18%
38,353
+14,405
90
$3.58M 0.18%
10,632
-2,023
91
$3.48M 0.17%
25,602
+10,737
92
$3.48M 0.17%
7,773
+3,349
93
$3.47M 0.17%
33,628
+12,855
94
$3.46M 0.17%
16,323
+5,914
95
$3.38M 0.17%
105,899
-257
96
$3.31M 0.16%
13,658
+3,017
97
$3.28M 0.16%
66,253
-8,405
98
$3.21M 0.16%
62,095
-1,275
99
$3.18M 0.16%
97,804
+2,297
100
$3.17M 0.16%
7,621
+791
2 3
4
5 6