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
101
– –
-2,859
102
– –
-4,104
103
– –
-5,466
1 2 3 4
5