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
251
$372K 0.03%
1,341
-177
252
$372K 0.03%
6,165
+13
253
$371K 0.03%
21,279
-5,182
254
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255
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4,830
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256
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920
257
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8,210
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258
$355K 0.03%
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259
$353K 0.03%
11,310
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260
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261
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262
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316
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263
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264
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265
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266
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267
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268
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269
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270
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271
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272
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1,162
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273
$324K 0.03%
955
274
$323K 0.03%
6,200
275
$322K 0.03%
2,842
+511
9 10
11
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