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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
326
$1.01M 0.02%
26,970
327
$1.01M 0.02%
8,446
+744
328
$1M 0.02%
26,947
+93
329
$1M 0.02%
1,036
+233
330
$994K 0.02%
6,408
+862
331
$980K 0.02%
6,700
+593
332
$957K 0.02%
5,443
+1,413
333
$951K 0.02%
4,607
+816
334
$948K 0.02%
+5,605
335
$947K 0.02%
9,477
+3,754
336
$939K 0.02%
16,003
+741
337
$924K 0.02%
12,659
+4
338
$917K 0.02%
3,521
+324
339
$916K 0.02%
21,577
+11,097
340
$912K 0.02%
11,892
+4,876
341
$908K 0.02%
1,265
-122
342
$905K 0.02%
7,906
-748
343
$898K 0.02%
4,065
+109
344
$895K 0.02%
7,107
+1,801
345
$895K 0.02%
7,956
+1,388
346
$869K 0.02%
6,202
-120
347
$867K 0.02%
24,425
348
$865K 0.02%
12,086
+4,922
349
$863K 0.02%
+11,668
350
$861K 0.02%
+8,554
12 13
14
15 16