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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
276
$1.47M 0.03%
119,862
+7,116
277
$1.46M 0.03%
19,401
+206
278
$1.41M 0.03%
1,308
+383
279
$1.41M 0.03%
19,153
+1
280
$1.4M 0.03%
6,429
-1,412
281
$1.39M 0.03%
10,520
+100
282
$1.38M 0.03%
16,318
283
$1.37M 0.03%
6,735
+1
284
$1.35M 0.03%
16,881
-25
285
$1.35M 0.03%
21,343
+13,635
286
$1.34M 0.03%
19,186
+115
287
$1.33M 0.03%
48,263
288
$1.33M 0.03%
41,180
+469
289
$1.32M 0.03%
38,891
+5,207
290
$1.31M 0.03%
6,634
-31,487
291
$1.29M 0.03%
19,311
-102,421
292
$1.29M 0.03%
+44,662
293
$1.29M 0.03%
27,812
-764
294
$1.28M 0.03%
2,566
-9,485
295
$1.28M 0.03%
13,512
-16,207
296
$1.28M 0.03%
9,982
+3,957
297
$1.28M 0.03%
13,013
-331
298
$1.27M 0.03%
+20,775
299
$1.27M 0.03%
5,140
+519
300
$1.26M 0.03%
65,294
-2,573
10 11
12
13 14