EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$5.82M
4
META icon
Meta Platforms (Facebook)
META
+$3.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.93M

Top Sells

1
+$6.08M
2
+$3.27M
3
+$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
CAC icon
Camden National
CAC
+$964K

Sector Composition

1 Technology 9.93%
2 Healthcare 2.84%
3 Consumer Discretionary 2.75%
4 Communication Services 2.49%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$449K 0.04%
4,253
-1,633
227
$446K 0.04%
12,200
228
$445K 0.04%
+24,090
229
$443K 0.04%
25,525
+408
230
$442K 0.04%
6,364
-768
231
$441K 0.04%
3,440
-600
232
$438K 0.04%
3,167
+1,207
233
$438K 0.04%
3,012
-1,290
234
$436K 0.04%
5,340
235
$435K 0.04%
4,344
+598
236
$435K 0.04%
2,249
+12
237
$433K 0.04%
+9,152
238
$426K 0.04%
24,094
239
$423K 0.04%
2,960
-50
240
$422K 0.04%
1,437
-622
241
$416K 0.04%
18,604
242
$408K 0.03%
8,500
243
$407K 0.03%
3,988
+75
244
$395K 0.03%
11,009
-2,518
245
$392K 0.03%
2,630
-247
246
$391K 0.03%
+4,126
247
$387K 0.03%
3,349
-549
248
$386K 0.03%
3,267
-318
249
$381K 0.03%
996
250
$377K 0.03%
5,369
+141
8 9
10
11 12