EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$22.6M
3
+$20M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.4M
5
VTV icon
Vanguard Value ETF
VTV
+$10.1M

Top Sells

1
+$8.71M
2
+$6.13M
3
+$2.65M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.92M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.91M

Sector Composition

1 Technology 15.24%
2 Financials 4.15%
3 Communication Services 3.27%
4 Consumer Discretionary 2.83%
5 Consumer Staples 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.12M 0.05%
79,837
+10,478
227
$2.11M 0.05%
3,982
+542
228
$2.08M 0.05%
94,924
-15,681
229
$2.06M 0.05%
81,727
+2,848
230
$2.06M 0.05%
5,071
-289
231
$1.98M 0.04%
7,059
+3,941
232
$1.94M 0.04%
21,678
+2,547
233
$1.93M 0.04%
30,762
+3,491
234
$1.92M 0.04%
24,516
-217
235
$1.92M 0.04%
15,460
+695
236
$1.91M 0.04%
20,118
+1,682
237
$1.91M 0.04%
219,880
-31,066
238
$1.9M 0.04%
27,900
+2,910
239
$1.86M 0.04%
3,959
+21
240
$1.8M 0.04%
2,290
+193
241
$1.8M 0.04%
22,139
+1,826
242
$1.79M 0.04%
8,205
+1,068
243
$1.77M 0.04%
19,719
+1,124
244
$1.76M 0.04%
3,245
+358
245
$1.76M 0.04%
7,951
+625
246
$1.74M 0.04%
35,359
+5,428
247
$1.72M 0.04%
31,182
+902
248
$1.72M 0.04%
7,067
+872
249
$1.71M 0.04%
7,841
-3,058
250
$1.71M 0.04%
20,063
+1,056
8 9
10
11 12