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
351
$345K 0.02%
+26,750
352
$343K 0.02%
1,191
+14
353
$342K 0.02%
23,436
+6,325
354
$336K 0.02%
1,630
+53
355
$330K 0.02%
+4,000
356
$328K 0.02%
+12,074
357
$327K 0.02%
+901
358
$323K 0.02%
3,322
+1
359
$319K 0.02%
+1,690
360
$317K 0.02%
4,607
+50
361
$316K 0.02%
+11,404
362
$313K 0.02%
5,044
+1,711
363
$311K 0.02%
+5,364
364
$310K 0.02%
+6,227
365
$309K 0.02%
3,834
+56
366
$304K 0.02%
3,509
-84
367
$304K 0.02%
+6,707
368
$301K 0.02%
4,938
+131
369
$300K 0.02%
4,479
+2,374
370
$299K 0.02%
1,622
-86
371
$295K 0.02%
1,544
+140
372
$294K 0.02%
4,797
373
$291K 0.02%
1,829
+239
374
$290K 0.02%
2,864
-318
375
$290K 0.02%
2,123
+64
13 14
15
16 17