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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.97B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$11.9M
3
+$11M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.9M
5
PWR icon
Quanta Services
PWR
+$9.63M

Top Sells

1
+$9.8M
2
+$7.78M
3
+$7.76M
4
HPQ icon
HP
HPQ
+$7.55M
5
PYPL icon
PayPal
PYPL
+$7.22M

Sector Composition

1 Technology 17.23%
2 Financials 3.84%
3 Communication Services 3.61%
4 Consumer Discretionary 3.44%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.24M 0.05%
61,254
-6,802
227
$2.23M 0.04%
35,172
+4,410
228
$2.23M 0.04%
30,579
+3,406
229
$2.17M 0.04%
10,126
-8,190
230
$2.16M 0.04%
18,253
+14,398
231
$2.15M 0.04%
24,256
+2,578
232
$2.14M 0.04%
48,645
-1,013
233
$2.13M 0.04%
84,297
+2,570
234
$2.11M 0.04%
37,181
+1,822
235
$2.1M 0.04%
11,385
-1,175
236
$2.09M 0.04%
4,404
+445
237
$2.09M 0.04%
34,940
-22,498
238
$2.07M 0.04%
20,366
+303
239
$2.05M 0.04%
6,017
+362
240
$2.04M 0.04%
92,124
-2,800
241
$2.03M 0.04%
17,767
+2,307
242
$2.02M 0.04%
5,843
+1,113
243
$2.02M 0.04%
3,472
+760
244
$1.97M 0.04%
20,780
+1,061
245
$1.94M 0.04%
34,071
+9,776
246
$1.92M 0.04%
+74,373
247
$1.92M 0.04%
20,076
-42
248
$1.92M 0.04%
+39,946
249
$1.91M 0.04%
24,985
+21,791
250
$1.79M 0.04%
31,295
+113
8 9
10
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