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EWM
Empirical Wealth Management Portfolio holdings
AUM
$6.85B
1-Year Est. Return
30.02%
This Fund
S&P 500
This Quarter
Est. Return
-2.63%
1 Year Est. Return
+30.02%
3 Year Est. Return
+78.84%
5 Year Est. Return
+77.47%
10 Year Est. Return
+164.63%
AUM
$300M
AUM Growth
–
Cap. Flow
+$308M
Cap. Flow
% of AUM
102.66%
Top 10 Holdings %
Top 10 Hldgs %
75.63%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$67.9M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$41.8M |
| 3 |
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
|
+$24.3M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$22.5M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$19.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.86% |
| 2 | Industrials | 0.4% |
| 3 | Consumer Staples | 0.28% |
| 4 | Energy | 0.26% |
| 5 | Consumer Discretionary | 0.23% |
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Empirical Wealth Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Empirical Wealth Management, which disclosed 82 positions worth $300M. Its ten largest holdings account for 76% of the portfolio.
Its largest position is Vanguard Short-Term Corporate Bond ETF: 847,096 shares worth $67M.
By sector, the portfolio is most concentrated in Technology at 0.86% of assets, followed by Industrials and Consumer Staples.
- Empirical Wealth Management's largest Q2 2013 buy was Vanguard Short-Term Corporate Bond ETF: 847,096 shares worth $67M.
- Empirical Wealth Management's ten largest holdings make up 76% of its $300M portfolio in Q2 2013.
- Empirical Wealth Management disclosed 82 positions in Q2 2013, its first 13F filing on record.
Based on Empirical Wealth Management's 13F filing for Q2 2013, filed 19 Jul 2013.