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
101
$1.94M 0.15%
10,697
+940
102
$1.94M 0.15%
41,555
-2,550
103
$1.91M 0.15%
27,966
-1,325
104
$1.89M 0.14%
13,354
-297
105
$1.88M 0.14%
76,318
+14,248
106
$1.83M 0.14%
100,592
+14,960
107
$1.82M 0.14%
10,696
+2,212
108
$1.78M 0.14%
21,139
-3,722
109
$1.78M 0.14%
33,645
-241
110
$1.72M 0.13%
104,564
+802
111
$1.64M 0.13%
9,332
+969
112
$1.64M 0.13%
6,490
-804
113
$1.64M 0.13%
12,345
114
$1.64M 0.12%
74,740
+3,559
115
$1.59M 0.12%
13,617
+361
116
$1.59M 0.12%
4,196
+1,102
117
$1.55M 0.12%
3,944
-1,000
118
$1.54M 0.12%
16,939
+2,174
119
$1.54M 0.12%
52,221
+8,747
120
$1.52M 0.12%
17,565
-5,918
121
$1.49M 0.11%
97,920
+78
122
$1.46M 0.11%
10,814
+1,811
123
$1.43M 0.11%
6,681
-8,301
124
$1.43M 0.11%
+100,000
125
$1.42M 0.11%
74,900
-6,294
3 4
5
6 7