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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
351
$861K 0.02%
8,913
352
$860K 0.02%
4,825
+2,072
353
$853K 0.02%
5,728
+1,408
354
$843K 0.02%
11,810
+4,368
355
$832K 0.02%
8,895
+1,639
356
$831K 0.02%
+21,248
357
$826K 0.02%
8,214
+1,282
358
$811K 0.02%
2,596
+1,207
359
$797K 0.02%
21,171
+4,134
360
$797K 0.02%
+1,468
361
$793K 0.02%
28,023
-54,162
362
$791K 0.02%
414
+166
363
$782K 0.02%
3,893
+1,065
364
$778K 0.02%
1,844
+250
365
$775K 0.02%
1,555
+34
366
$775K 0.02%
29,639
+6
367
$764K 0.02%
7,636
-1,308
368
$761K 0.02%
7,140
+9
369
$761K 0.02%
22,584
370
$757K 0.02%
32,348
-8
371
$757K 0.02%
16,744
-602
372
$749K 0.02%
33,941
+50
373
$749K 0.02%
2,107
+227
374
$749K 0.02%
32,931
+213
375
$746K 0.02%
32,371
-134
13 14
15
16 17