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
126
$2.11M 0.11%
15,689
+295
127
$2.1M 0.1%
107,808
+40,770
128
$2.08M 0.1%
99,689
-6,029
129
$2.08M 0.1%
12,345
130
$2.07M 0.1%
50,563
-9,737
131
$2.07M 0.1%
38,917
-415
132
$2.05M 0.1%
64,511
+5,955
133
$2.04M 0.1%
16,405
-506
134
$2.04M 0.1%
9,407
+4,001
135
$2.04M 0.1%
81,769
+3,543
136
$1.98M 0.1%
12,188
-2,447
137
$1.96M 0.1%
97,988
-8,069
138
$1.96M 0.1%
109,839
-3,705
139
$1.94M 0.1%
10,147
+623
140
$1.93M 0.1%
3,785
+151
141
$1.88M 0.09%
7,543
-1,259
142
$1.81M 0.09%
28,894
+10,283
143
$1.77M 0.09%
51,004
-5,872
144
$1.74M 0.09%
10,743
+2,514
145
$1.74M 0.09%
8,110
-98
146
$1.73M 0.09%
5,680
+2,797
147
$1.71M 0.09%
16,893
-4,604
148
$1.69M 0.08%
16,717
-727
149
$1.68M 0.08%
83,036
-2,101
150
$1.67M 0.08%
79,193
+34,681
4 5
6
7 8