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
176
$1.36M 0.07%
9,058
-1,340
177
$1.35M 0.07%
26,934
+7,269
178
$1.31M 0.07%
8,686
+2,035
179
$1.31M 0.07%
12,648
-5,238
180
$1.3M 0.06%
9,494
-1,946
181
$1.28M 0.06%
5,315
-628
182
$1.27M 0.06%
4,828
183
$1.26M 0.06%
7,506
-279
184
$1.25M 0.06%
+2,301
185
$1.24M 0.06%
4,326
-152
186
$1.22M 0.06%
2,064
-183
187
$1.19M 0.06%
28,843
-9,892
188
$1.18M 0.06%
24,956
189
$1.18M 0.06%
7,403
+580
190
$1.17M 0.06%
21,084
+127
191
$1.15M 0.06%
16,296
-1,475
192
$1.14M 0.06%
7,635
-2,898
193
$1.13M 0.06%
66,674
+27,280
194
$1.11M 0.06%
9,364
-4,018
195
$1.11M 0.06%
11,168
-46
196
$1.11M 0.06%
11,810
197
$1.1M 0.06%
5,208
-40
198
$1.1M 0.06%
6,023
+413
199
$1.1M 0.06%
7,581
+4,680
200
$1.09M 0.05%
6,647
-976
6 7
8
9 10