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
201
$1.08M 0.05%
17,357
+10,757
202
$1.07M 0.05%
13,639
203
$1.07M 0.05%
9,908
-2,344
204
$1.06M 0.05%
28,805
+631
205
$1.05M 0.05%
45,821
-7,221
206
$1.03M 0.05%
7,637
-364
207
$1.03M 0.05%
13,970
+928
208
$1.03M 0.05%
8,538
-641
209
$1.02M 0.05%
20,106
-15,576
210
$1.02M 0.05%
13,912
-842
211
$1.01M 0.05%
18,795
-2,415
212
$1M 0.05%
9,055
-1,087
213
$998K 0.05%
9,984
+583
214
$996K 0.05%
12,138
-2,499
215
$982K 0.05%
15,835
-1,068
216
$974K 0.05%
14,515
-850
217
$973K 0.05%
8,895
+1,320
218
$972K 0.05%
7,812
+1,168
219
$970K 0.05%
20,040
+7,475
220
$967K 0.05%
26,031
+4,359
221
$954K 0.05%
11,445
+50
222
$950K 0.05%
17,370
223
$947K 0.05%
7,287
-76
224
$944K 0.05%
13,815
-1,700
225
$943K 0.05%
16,216
+5,689
7 8
9
10 11