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
326
$872K 0.02%
3,236
+120
327
$863K 0.02%
21,309
+19
328
$862K 0.02%
1,521
+17
329
$858K 0.02%
6,322
330
$850K 0.02%
34,114
331
$844K 0.02%
5,546
+711
332
$837K 0.02%
103,472
+13,874
333
$829K 0.02%
925
-17
334
$820K 0.02%
8,913
-411
335
$803K 0.02%
24,425
-397
336
$774K 0.02%
34,566
-594
337
$771K 0.02%
29,633
+1,761
338
$767K 0.02%
1,939
+20
339
$758K 0.02%
10,776
-1,804
340
$756K 0.02%
727
+92
341
$756K 0.02%
6,872
-28
342
$755K 0.02%
32,356
+763
343
$755K 0.02%
1,473
-565
344
$752K 0.02%
4,030
+747
345
$750K 0.02%
32,505
+788
346
$747K 0.02%
33,891
+871
347
$745K 0.02%
6,388
-7,046
348
$743K 0.02%
32,718
+878
349
$741K 0.02%
3,791
-279
350
$740K 0.02%
3,973
+1,317
12 13
14
15 16