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
$2.01B
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$9.06M
3
+$5.24M
4
AAPL icon
Apple
AAPL
+$5.13M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.93M

Top Sells

1
+$5.99M
2
+$2.73M
3
+$2.21M
4
ADBE icon
Adobe
ADBE
+$2.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 2.81%
3 Financials 2.69%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$145M 7.24%
1,859,075
+50,383
2
$129M 6.44%
2,521,624
+74,259
3
$86.1M 4.29%
1,000,579
+41,716
4
$64.4M 3.21%
382,751
+216,243
5
$57.3M 2.85%
327,875
+29,384
6
$52.6M 2.62%
946,418
+48,045
7
$48.7M 2.43%
1,857,020
+49,007
8
$48M 2.4%
810,747
+61,870
9
$45.6M 2.28%
308,868
+9,284
10
$45.3M 2.26%
1,228,841
+49,322
11
$43.4M 2.17%
322,544
-10,208
12
$43.4M 2.16%
1,296,613
+270,522
13
$43.3M 2.16%
95,806
+1,030
14
$40M 2%
369,484
+19,120
15
$37.4M 1.86%
744,142
+23,797
16
$37.3M 1.86%
121,111
-119
17
$32.6M 1.62%
678,014
-56,778
18
$30M 1.5%
644,602
+22,690
19
$25.2M 1.26%
914,521
+1,967
20
$23.7M 1.18%
237,236
+11,305
21
$22.7M 1.13%
129,168
+13,845
22
$22.4M 1.12%
180,749
-2,017
23
$19.8M 0.99%
121,620
+19,120
24
$17.6M 0.88%
96,073
+195
25
$15.9M 0.79%
283,993
+7,050
1
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