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
301
$499K 0.03%
3,466
+889
302
$488K 0.03%
3,240
+1,036
303
$486K 0.03%
5,375
-414
304
$484K 0.03%
2,776
-609
305
$484K 0.03%
18,568
+10,085
306
$483K 0.03%
5,632
+1,960
307
$476K 0.03%
4,930
+333
308
$474K 0.03%
+5,128
309
$474K 0.03%
4,923
+719
310
$474K 0.03%
3,383
-127
311
$465K 0.03%
7,337
+2,579
312
$456K 0.03%
6,938
-1,500
313
$454K 0.03%
5,290
-50
314
$454K 0.03%
8,238
+2,042
315
$453K 0.03%
3,887
+1,792
316
$446K 0.03%
17,682
+150
317
$439K 0.03%
7,226
-382
318
$438K 0.03%
3,830
+1,105
319
$437K 0.03%
13,629
+189
320
$434K 0.03%
3,000
-201
321
$428K 0.03%
+4,000
322
$420K 0.03%
+20,000
323
$419K 0.03%
+23,000
324
$417K 0.03%
4,926
-45
325
$416K 0.03%
2,620
+368
11 12
13
14 15