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
$1.65B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.9M
3
+$25M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$21.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$21M

Top Sells

1
+$11.2M
2
+$1.94M
3
+$1.09M
4
TDOC icon
Teladoc Health
TDOC
+$1.01M
5
SHW icon
Sherwin-Williams
SHW
+$442K

Sector Composition

1 Technology 9.44%
2 Consumer Discretionary 2.58%
3 Communication Services 2.54%
4 Healthcare 2.38%
5 Financials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$749K 0.05%
36,235
+515
227
$748K 0.05%
70,366
+22,706
228
$745K 0.05%
10,762
+639
229
$735K 0.04%
+6,113
230
$725K 0.04%
6,254
+302
231
$723K 0.04%
9,034
+1,528
232
$723K 0.04%
3,654
+398
233
$706K 0.04%
+9,895
234
$703K 0.04%
10,213
+467
235
$702K 0.04%
25,802
+7,091
236
$700K 0.04%
4,844
+9
237
$692K 0.04%
7,051
-537
238
$690K 0.04%
2,921
-35
239
$679K 0.04%
22,137
+3,985
240
$675K 0.04%
1,957
+397
241
$667K 0.04%
5,108
+98
242
$662K 0.04%
24,112
-169
243
$653K 0.04%
7,666
+2,145
244
$651K 0.04%
3,458
+50
245
$651K 0.04%
19,303
-1,175
246
$649K 0.04%
5,305
+1,884
247
$647K 0.04%
2,151
+259
248
$646K 0.04%
4,517
+1,196
249
$644K 0.04%
3,357
+98
250
$641K 0.04%
25,087
8 9
10
11 12