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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
251
$1.78M 0.04%
+25,367
252
$1.78M 0.04%
7,572
+505
253
$1.76M 0.04%
30,988
+5,905
254
$1.75M 0.04%
18,779
+436
255
$1.75M 0.04%
36,452
+5,204
256
$1.73M 0.03%
26,539
-318
257
$1.72M 0.03%
22,074
-2,442
258
$1.71M 0.03%
14,885
-463
259
$1.71M 0.03%
3,746
+144
260
$1.7M 0.03%
3,799
+554
261
$1.69M 0.03%
8,383
+178
262
$1.68M 0.03%
6,007
-184
263
$1.66M 0.03%
14,200
-324
264
$1.66M 0.03%
8,752
+50
265
$1.64M 0.03%
21,441
+91
266
$1.63M 0.03%
2,392
+102
267
$1.62M 0.03%
37,765
+7,022
268
$1.58M 0.03%
8,192
+241
269
$1.57M 0.03%
14,006
+1,247
270
$1.57M 0.03%
56,567
+9,335
271
$1.56M 0.03%
5,716
-18,989
272
$1.54M 0.03%
199,327
-20,553
273
$1.51M 0.03%
31,181
+3,306
274
$1.49M 0.03%
17,204
+1,056
275
$1.47M 0.03%
2,416
-239
9 10
11
12 13