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
$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
276
$318K 0.03%
2,940
+128
277
$318K 0.03%
5,460
-1,886
278
$317K 0.03%
+6,861
279
$307K 0.03%
1,852
-283
280
$306K 0.03%
3,804
281
$302K 0.03%
7,656
+160
282
$299K 0.03%
7,250
283
$298K 0.03%
2,785
-445
284
$297K 0.03%
2,525
-4,450
285
$296K 0.03%
1,179
-126
286
$295K 0.03%
667
287
$280K 0.02%
8,450
288
$280K 0.02%
7,737
+1,424
289
$278K 0.02%
+10,203
290
$268K 0.02%
1,244
-534
291
$265K 0.02%
4,304
-131
292
$264K 0.02%
2,066
+40
293
$263K 0.02%
+7,095
294
$262K 0.02%
1,545
-157
295
$261K 0.02%
1,799
296
$261K 0.02%
300
-100
297
$259K 0.02%
7,115
+780
298
$256K 0.02%
+3,280
299
$251K 0.02%
+1,273
300
$250K 0.02%
3,124
-105
10 11
12
13 14