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
251
$641K 0.04%
3,335
-141
252
$638K 0.04%
12,155
+851
253
$638K 0.04%
2,588
+1,494
254
$638K 0.04%
8,762
+2,572
255
$629K 0.04%
46,290
-6,145
256
$628K 0.04%
11,255
+2,803
257
$628K 0.04%
+7,755
258
$624K 0.04%
2,751
+97
259
$623K 0.04%
2,833
-65
260
$617K 0.04%
2,272
+490
261
$613K 0.04%
13,465
262
$613K 0.04%
5,580
+1,182
263
$610K 0.04%
33,453
+10,047
264
$606K 0.04%
4,647
-164
265
$599K 0.04%
3,193
+33
266
$597K 0.04%
4,027
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267
$595K 0.04%
15,325
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268
$593K 0.04%
23,279
+6,959
269
$591K 0.04%
9,770
270
$591K 0.04%
9,090
-1,090
271
$591K 0.04%
25,298
+6,517
272
$587K 0.04%
1,195
273
$583K 0.04%
9,340
+965
274
$575K 0.03%
10,705
+2,345
275
$574K 0.03%
22,243
+7,046
9 10
11
12 13