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
101
$235K 0.06%
22,200
+2,200
102
$225K 0.06%
+2,548
103
$216K 0.06%
+1
104
$210K 0.05%
+3,690
105
$209K 0.05%
+4,229
106
$205K 0.05%
+6,380
107
$204K 0.05%
+1,620
108
$166K 0.04%
+12,111
109
$82K 0.02%
+15,014
110
– –
-13,052
111
– –
-30,500
112
– –
-4,193
113
– –
-13,039
114
– –
-6,558
115
– –
-13,000
116
– –
-28,501
117
– –
-2,366
118
– –
-170,031
119
– –
-20,206
1 2 3 4
5