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
151
$1.01M 0.08%
12,287
+3,319
152
$995K 0.08%
7,050
-181
153
$992K 0.08%
15,795
+1,065
154
$977K 0.07%
4,595
+882
155
$959K 0.07%
4,223
+457
156
$954K 0.07%
11,524
+3,023
157
$945K 0.07%
19,812
+580
158
$931K 0.07%
45,695
-2,350
159
$931K 0.07%
26,095
-80
160
$926K 0.07%
27,170
-120
161
$905K 0.07%
3,380
+2,279
162
$899K 0.07%
4,129
-894
163
$889K 0.07%
4,127
+115
164
$886K 0.07%
4,215
+1,302
165
$885K 0.07%
5,807
-254
166
$881K 0.07%
18,766
-1,449
167
$874K 0.07%
7,720
+990
168
$871K 0.07%
+13,436
169
$848K 0.06%
7,714
+5,456
170
$845K 0.06%
6,354
+366
171
$841K 0.06%
23,520
+2,219
172
$836K 0.06%
10,710
-20,631
173
$831K 0.06%
12,161
+3,566
174
$828K 0.06%
22,830
+2,597
175
$824K 0.06%
2,321
-232
5 6
7
8 9