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
$380M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.49M
3
+$1.41M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.25M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.16M

Top Sells

1
+$773K
2
+$687K
3
+$382K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$361K
5
VT icon
Vanguard Total World Stock ETF
VT
+$341K

Sector Composition

1 Technology 0.84%
2 Industrials 0.38%
3 Healthcare 0.27%
4 Energy 0.24%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.1M 19.77%
938,635
+23,640
2
$45.4M 11.96%
534,560
+16,556
3
$27.1M 7.15%
3,643,296
+117,612
4
$26.6M 7.01%
523,538
+13,037
5
$23.9M 6.29%
885,208
+46,220
6
$18.9M 4.99%
565,622
+33,289
7
$14.7M 3.87%
208,243
+16,466
8
$14.1M 3.72%
341,873
+36,058
9
$11.7M 3.09%
136,260
-7,990
10
$10M 2.64%
204,480
+20,640
11
$8.72M 2.3%
77,798
+48
12
$7.17M 1.89%
67,254
-180
13
$6.28M 1.65%
202,870
+31,133
14
$6.16M 1.62%
57,529
+2,491
15
$4.49M 1.18%
46,086
-324
16
$3.26M 0.86%
130,494
+17,832
17
$3.03M 0.8%
118,342
+13,760
18
$2.54M 0.67%
113,545
+33,678
19
$2.45M 0.65%
115,866
+29,709
20
$2.44M 0.64%
111,282
+26,323
21
$2.38M 0.63%
87,118
+13,284
22
$2.32M 0.61%
95,495
+38,159
23
$2.25M 0.59%
98,627
+29,659
24
$2.18M 0.57%
103,540
+31,152
25
$2.12M 0.56%
26,454
-9,647
1
2 3 4 5