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
326
$197K 0.02%
+40,279
327
$184K 0.02%
+42,074
328
$159K 0.01%
+53,163
329
$156K 0.01%
+17,638
330
$133K 0.01%
14,242
-800
331
$129K 0.01%
16,187
+1,025
332
$126K 0.01%
11,265
333
$126K 0.01%
11,602
-550
334
$119K 0.01%
10,533
335
$85K 0.01%
+3,000
336
$83K 0.01%
12,445
337
$77K 0.01%
2,478
-2,785
338
$74K 0.01%
20,000
339
$66K 0.01%
+25,277
340
$56K ﹤0.01%
+17,983
341
$54K ﹤0.01%
+12,012
342
$33K ﹤0.01%
+10,092
343
$29K ﹤0.01%
27,765
344
$28K ﹤0.01%
11,305
345
$15K ﹤0.01%
2
346
– –
-5,101
347
– –
-2,450
348
– –
-2,564
349
– –
-13,685
350
– –
-6,842
11 12 13
14
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