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
326
$409K 0.02%
+1,575
327
$408K 0.02%
6,189
-375
328
$405K 0.02%
1,637
+40
329
$404K 0.02%
22,156
+10,458
330
$401K 0.02%
6,583
331
$400K 0.02%
+4,635
332
$397K 0.02%
1,132
+380
333
$395K 0.02%
3,429
+589
334
$392K 0.02%
6,504
+536
335
$391K 0.02%
14,311
+11
336
$382K 0.02%
1,816
-90
337
$381K 0.02%
+16,651
338
$379K 0.02%
7,368
339
$377K 0.02%
1,089
+348
340
$375K 0.02%
5,931
+740
341
$373K 0.02%
5,777
+1,735
342
$372K 0.02%
7,250
343
$371K 0.02%
+8,762
344
$369K 0.02%
1,889
+80
345
$365K 0.02%
2,229
+8
346
$359K 0.02%
11,977
+2,337
347
$349K 0.02%
+6,403
348
$349K 0.02%
+4,241
349
$347K 0.02%
687
+105
350
$346K 0.02%
6,517
-184
12 13
14
15 16