EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$20.4M
2
+$5.79M
3
+$4.74M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.93M

Top Sells

1
+$5.73M
2
+$2.82M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.29M
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
351
– –
-5,101
352
– –
-2,450
353
– –
-2,564
354
– –
-5,891
355
– –
-2,436
356
– –
-15,000
357
– –
-14,409
358
– –
-1,585
359
– –
-2,280
360
– –
-14,525
361
– –
-17,500
362
– –
-15,000
363
– –
-18,520
364
– –
-13,685
365
– –
-3,760
366
– –
-2,865
11 12 13 14
15