EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$40M
3
+$24.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$21.3M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.86%
2 Industrials 0.4%
3 Consumer Staples 0.28%
4 Energy 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67M 22.34%
+847,096
2
$40M 13.32%
+481,406
3
$24.2M 8.08%
+477,211
4
$21.3M 7.09%
+790,384
5
$19.1M 6.37%
+3,000,276
6
$14.4M 4.8%
+462,613
7
$11.5M 3.84%
+157,040
8
$10.7M 3.58%
+156,239
9
$10.2M 3.39%
+90,746
10
$8.46M 2.82%
+105,701
11
$6.85M 2.28%
+66,725
12
$6.06M 2.02%
+170,316
13
$4.03M 1.34%
+48,774
14
$3.65M 1.22%
+34,766
15
$3.58M 1.2%
+77,836
16
$2.84M 0.95%
+94,214
17
$2.57M 0.86%
+48,934
18
$1.84M 0.61%
+30,137
19
$1.72M 0.57%
+33,389
20
$1.33M 0.44%
+17,477
21
$1.29M 0.43%
+94,790
22
$1.27M 0.42%
+47,152
23
$1.26M 0.42%
+22,018
24
$1.2M 0.4%
+40,402
25
$1.17M 0.39%
+24,371
1
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