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
351
$737K 0.02%
34,268
+903
352
$733K 0.02%
17,346
-503
353
$731K 0.02%
2,956
-176
354
$731K 0.02%
5,642
-784
355
$729K 0.02%
6,025
+762
356
$722K 0.02%
15,874
-8,400
357
$721K 0.02%
7,256
+690
358
$720K 0.02%
7,131
-40
359
$717K 0.02%
14,494
+3,182
360
$708K 0.02%
1,820
+44
361
$707K 0.02%
30,241
+1,890
362
$705K 0.02%
6,667
+1,736
363
$704K 0.02%
13,582
-5,106
364
$697K 0.02%
1,594
+133
365
$696K 0.02%
6,932
+254
366
$692K 0.02%
15,262
+2,054
367
$688K 0.02%
10,125
+1,170
368
$687K 0.02%
15,849
+8,304
369
$682K 0.02%
6,568
+478
370
$681K 0.02%
9,155
-695
371
$673K 0.02%
3,855
-50
372
$672K 0.02%
+168,000
373
$670K 0.02%
1,252
-354
374
$669K 0.02%
2,512
+255
375
$669K 0.02%
114,937
13 14
15
16 17