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
151
$1.64M 0.08%
46,285
+26,239
152
$1.64M 0.08%
6,879
+1,277
153
$1.62M 0.08%
6,485
-47
154
$1.62M 0.08%
22,194
-4,077
155
$1.62M 0.08%
16,001
-7,638
156
$1.61M 0.08%
30,292
+3,945
157
$1.61M 0.08%
5,260
+2,230
158
$1.59M 0.08%
60,372
+24,492
159
$1.59M 0.08%
35,481
-662
160
$1.58M 0.08%
27,734
-105
161
$1.57M 0.08%
7,856
+4,664
162
$1.56M 0.08%
3,309
163
$1.55M 0.08%
19,872
-3,779
164
$1.53M 0.08%
15,858
-1,129
165
$1.51M 0.08%
11,425
+1,075
166
$1.49M 0.07%
6,580
+3,689
167
$1.48M 0.07%
7,210
-1,034
168
$1.44M 0.07%
19,138
-98
169
$1.43M 0.07%
58,031
+24,858
170
$1.43M 0.07%
5,922
+319
171
$1.43M 0.07%
17,286
-478
172
$1.42M 0.07%
42,780
+22,206
173
$1.42M 0.07%
10,398
-2,407
174
$1.41M 0.07%
20,306
+6,580
175
$1.37M 0.07%
2,853
-158
5 6
7
8 9