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
276
$1.33M 0.03%
19,195
-585
277
$1.33M 0.03%
2,655
+312
278
$1.31M 0.03%
6,734
+1,615
279
$1.31M 0.03%
16,318
+332
280
$1.29M 0.03%
67,867
-4,230
281
$1.29M 0.03%
48,263
+310
282
$1.27M 0.03%
13,344
+4,928
283
$1.26M 0.03%
27,875
+5,082
284
$1.26M 0.03%
2,475
-191
285
$1.23M 0.03%
4,621
+431
286
$1.22M 0.03%
28,576
-142
287
$1.21M 0.03%
14,565
-1,093
288
$1.2M 0.03%
+18,640
289
$1.19M 0.03%
25,083
+1,990
290
$1.18M 0.03%
2,712
+400
291
$1.16M 0.03%
17,884
-501
292
$1.15M 0.03%
1,387
+222
293
$1.14M 0.03%
12,320
+727
294
$1.13M 0.03%
3,596
-1,863
295
$1.13M 0.03%
7,543
+290
296
$1.12M 0.03%
4,037
+604
297
$1.11M 0.03%
8,944
-1,469
298
$1.1M 0.02%
8,586
+1,869
299
$1.1M 0.02%
10,420
-4,458
300
$1.09M 0.02%
17,868
+5,049
10 11
12
13 14