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
$1.17B
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
301
$240K 0.02%
2,478
302
$239K 0.02%
2,618
+23
303
$239K 0.02%
4,797
-330
304
$238K 0.02%
+2,201
305
$237K 0.02%
+1,101
306
$236K 0.02%
5,060
+60
307
$236K 0.02%
748
-570
308
$236K 0.02%
655
309
$235K 0.02%
1,597
-881
310
$233K 0.02%
+4,036
311
$233K 0.02%
2,520
-80
312
$231K 0.02%
+100,113
313
$229K 0.02%
17,736
-7,296
314
$227K 0.02%
+2,027
315
$227K 0.02%
10,500
316
$224K 0.02%
+93,913
317
$217K 0.02%
+49,367
318
$214K 0.02%
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-890
319
$214K 0.02%
+4,926
320
$213K 0.02%
2,258
-2,816
321
$212K 0.02%
+1,197
322
$212K 0.02%
+2,635
323
$210K 0.02%
4,847
-2,932
324
$209K 0.02%
+4,450
325
$209K 0.02%
4,664
11 12
13
14 15