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
251
$1.69M 0.04%
27,173
-766
252
$1.67M 0.04%
26,857
-4,788
253
$1.66M 0.04%
6,191
-389
254
$1.65M 0.04%
5,655
+216
255
$1.64M 0.04%
18,343
+846
256
$1.62M 0.04%
4,730
+687
257
$1.58M 0.04%
8,702
-361
258
$1.55M 0.04%
21,350
-4,879
259
$1.54M 0.03%
3,631
+921
260
$1.54M 0.03%
16,906
-2,487
261
$1.53M 0.03%
12,036
-1,149
262
$1.53M 0.03%
12,759
+1,331
263
$1.51M 0.03%
3,602
+34
264
$1.51M 0.03%
13,099
+2,311
265
$1.5M 0.03%
15,348
+1,319
266
$1.47M 0.03%
36,726
+291
267
$1.42M 0.03%
31,248
+3,818
268
$1.41M 0.03%
112,746
+1,217
269
$1.39M 0.03%
19,152
+20
270
$1.39M 0.03%
40,711
+461
271
$1.38M 0.03%
13,712
+329
272
$1.36M 0.03%
30,743
+4,572
273
$1.35M 0.03%
19,071
-1,022
274
$1.35M 0.03%
24,295
-9,691
275
$1.35M 0.03%
47,232
+8,857
9 10
11
12 13