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
101
$3.09M 0.15%
44,968
+1,770
102
$3.04M 0.15%
52,992
+15,375
103
$3.03M 0.15%
99,924
+14,274
104
$3M 0.15%
18,423
-1,390
105
$2.88M 0.14%
58,841
-1,829
106
$2.85M 0.14%
31,378
-2,440
107
$2.79M 0.14%
81,731
+19,032
108
$2.77M 0.14%
3,628
-112
109
$2.76M 0.14%
9,228
-1,250
110
$2.69M 0.13%
31,872
-12,420
111
$2.68M 0.13%
44,448
-1,637
112
$2.6M 0.13%
17,517
-61
113
$2.52M 0.13%
18,268
-50
114
$2.43M 0.12%
104,652
+10,744
115
$2.41M 0.12%
64,370
-16,370
116
$2.36M 0.12%
112,041
+1,129
117
$2.36M 0.12%
+119,048
118
$2.35M 0.12%
8,158
-381
119
$2.3M 0.11%
19,549
-728
120
$2.28M 0.11%
107,317
-3,339
121
$2.23M 0.11%
33,586
-761
122
$2.22M 0.11%
105,171
-1,640
123
$2.21M 0.11%
22,992
-9,328
124
$2.19M 0.11%
20,875
+8,488
125
$2.17M 0.11%
9,555
-207
3 4
5
6 7