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
301
$1.09M 0.02%
60,139
+2,344
302
$1.09M 0.02%
7,222
-31
303
$1.08M 0.02%
11,284
+608
304
$1.08M 0.02%
33,684
+10,162
305
$1.07M 0.02%
26,854
+396
306
$1.06M 0.02%
70,777
+15,277
307
$1.04M 0.02%
7,875
+1,431
308
$1.04M 0.02%
4,872
+3,558
309
$1.03M 0.02%
12,655
-343
310
$1.02M 0.02%
4,286
-816
311
$1.02M 0.02%
28,604
+5,889
312
$1.02M 0.02%
12,803
+1,522
313
$1.01M 0.02%
43,617
+3,376
314
$961K 0.02%
11,954
-1,065
315
$957K 0.02%
26,970
-330
316
$952K 0.02%
6,107
+383
317
$926K 0.02%
8,030
+1,755
318
$917K 0.02%
7,702
+898
319
$914K 0.02%
22,020
-63,780
320
$914K 0.02%
2,052
+215
321
$913K 0.02%
31,858
-185
322
$910K 0.02%
8,654
-1,707
323
$905K 0.02%
3,956
-243
324
$889K 0.02%
2,200
+642
325
$874K 0.02%
3,197
-1,914
11 12
13
14 15