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
$383M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$1.49M
3
+$929K
4
INTC icon
Intel
INTC
+$733K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$698K

Top Sells

1
+$6.01M
2
+$4.9M
3
+$1.38M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Sector Composition

1 Technology 2.15%
2 Financials 0.76%
3 Healthcare 0.62%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82M 21.43%
1,018,507
+8,667
2
$52.8M 13.78%
588,875
+3,875
3
$40.4M 10.55%
813,559
+29,975
4
$31.6M 8.26%
371,784
+50,035
5
$20.4M 5.32%
735,780
+24,949
6
$17.9M 4.67%
392,103
+14,234
7
$10.7M 2.79%
1,239,948
-569,712
8
$10.6M 2.76%
121,744
-13,473
9
$9.44M 2.46%
95,168
-3,412
10
$6.84M 1.79%
230,620
+1,116
11
$4.5M 1.18%
38,433
+290
12
$4.48M 1.17%
38,492
-251
13
$4.19M 1.09%
156,126
+1,268
14
$4.18M 1.09%
37,561
+701
15
$3.77M 0.98%
33,450
-1,951
16
$2.49M 0.65%
43,228
+440
17
$2.48M 0.65%
65,653
+19,412
18
$2.42M 0.63%
85,720
+4,712
19
$2.23M 0.58%
96,850
-1,512
20
$2.14M 0.56%
99,950
+8,059
21
$2.13M 0.56%
99,987
+7,779
22
$2.13M 0.56%
93,742
+6,373
23
$2.1M 0.55%
81,973
-8,530
24
$2.06M 0.54%
94,844
+8,122
25
$1.97M 0.51%
40,332
+216
1
2 3 4 5