EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
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
126
$1.39M 0.11%
8,266
+520
127
$1.37M 0.1%
1,153
+257
128
$1.36M 0.1%
13,041
+275
129
$1.33M 0.1%
6,302
-193
130
$1.3M 0.1%
59,957
-4,460
131
$1.3M 0.1%
24,956
132
$1.28M 0.1%
4,820
-218
133
$1.26M 0.1%
23,699
+2,913
134
$1.24M 0.09%
30,984
+19,975
135
$1.23M 0.09%
5,269
+3,996
136
$1.16M 0.09%
6,661
+91
137
$1.15M 0.09%
30,960
+3,857
138
$1.14M 0.09%
4,976
-179
139
$1.13M 0.09%
5,755
-261
140
$1.11M 0.08%
10,391
+243
141
$1.11M 0.08%
26,828
-4,854
142
$1.08M 0.08%
10,871
+1,262
143
$1.08M 0.08%
18,803
+2,927
144
$1.08M 0.08%
+48,235
145
$1.07M 0.08%
109,707
+17,221
146
$1.06M 0.08%
26,449
+16,177
147
$1.05M 0.08%
34,603
+3,463
148
$1.03M 0.08%
3,884
+7
149
$1.03M 0.08%
2,995
+53
150
$1.01M 0.08%
18,355
+2,155
4 5
6
7 8