We are live on ! Find out more
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
301
$1.25M 0.03%
39,796
+11,192
302
$1.25M 0.03%
39,559
+9,318
303
$1.25M 0.03%
169,200
+1,200
304
$1.22M 0.02%
5,760
+888
305
$1.22M 0.02%
2,490
+15
306
$1.22M 0.02%
14,699
+134
307
$1.21M 0.02%
17,839
-45
308
$1.2M 0.02%
17,733
-907
309
$1.2M 0.02%
8,653
+67
310
$1.19M 0.02%
38,317
+6,459
311
$1.19M 0.02%
18,329
+461
312
$1.19M 0.02%
7,222
313
$1.18M 0.02%
+47,051
314
$1.17M 0.02%
8,792
-45,941
315
$1.17M 0.02%
12,291
-29
316
$1.17M 0.02%
11,596
+312
317
$1.11M 0.02%
7,456
-574
318
$1.06M 0.02%
45,087
+1,470
319
$1.04M 0.02%
40,829
+13,274
320
$1.04M 0.02%
6,062
-1,481
321
$1.03M 0.02%
3,812
-474
322
$1.03M 0.02%
+52,156
323
$1.02M 0.02%
59,544
+28,356
324
$1.02M 0.02%
35,433
+12,879
325
$1.02M 0.02%
3,720
+484
11 12
13
14 15