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
$1.31B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$5.82M
3
+$5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M
5
AMZN icon
Amazon
AMZN
+$4.31M

Top Sells

1
+$12.8M
2
+$7.12M
3
+$4.39M
4
JPM icon
JPMorgan Chase
JPM
+$4.01M
5
Z icon
Zillow
Z
+$2.59M

Sector Composition

1 Technology 10.04%
2 Consumer Discretionary 3.05%
3 Communication Services 2.67%
4 Healthcare 2.62%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$133M 10.15%
1,599,346
+55,324
2
$98.4M 7.5%
1,925,951
+97,778
3
$80.9M 6.17%
832,622
+12,656
4
$44.5M 3.39%
722,953
-17,748
5
$42.2M 3.22%
679,839
+3,125
6
$40.7M 3.1%
306,678
+43,873
7
$39.9M 3.04%
1,479,336
+100,924
8
$32.7M 2.49%
87,409
-2,308
9
$29.6M 2.25%
626,457
+3,742
10
$29.2M 2.22%
817,535
+59,667
11
$28.1M 2.15%
242,147
+20,781
12
$26.3M 2.01%
221,088
+22,708
13
$25.3M 1.93%
113,873
+10,008
14
$23.2M 1.77%
272,672
+17,695
15
$22.5M 1.72%
138,220
+26,460
16
$20.6M 1.57%
436,611
+57,336
17
$15.7M 1.2%
31,373
-14,231
18
$15.7M 1.19%
128,574
+3,683
19
$13.3M 1.02%
112,495
-3,581
20
$12.9M 0.98%
81,832
+2,881
21
$12.7M 0.97%
72,135
-1,369
22
$12.5M 0.96%
251,558
+186,464
23
$11.4M 0.87%
755,334
-74,382
24
$10.8M 0.82%
75,886
+11,403
25
$10.2M 0.78%
37,476
+11,774
1
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