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
276
$574K 0.03%
+38,658
277
$574K 0.03%
2,962
+422
278
$574K 0.03%
+16,000
279
$568K 0.03%
24,664
+6,944
280
$566K 0.03%
2,316
+282
281
$563K 0.03%
4,730
+2,340
282
$560K 0.03%
22,235
+7,580
283
$556K 0.03%
14,978
+7,869
284
$550K 0.03%
2,274
+744
285
$543K 0.03%
4,310
+432
286
$538K 0.03%
5,317
-2,354
287
$535K 0.03%
21,643
+8,172
288
$535K 0.03%
20,493
+36
289
$535K 0.03%
1,720
+545
290
$534K 0.03%
8,545
+56
291
$532K 0.03%
2,238
+176
292
$531K 0.03%
6,185
+423
293
$530K 0.03%
9,048
+1,860
294
$529K 0.03%
+5,681
295
$529K 0.03%
7,226
-113
296
$526K 0.03%
6,576
+576
297
$522K 0.03%
2,334
+41
298
$514K 0.03%
1,837
+305
299
$509K 0.03%
16,102
+5,703
300
$502K 0.03%
+7,882
10 11
12
13 14