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
376
$290K 0.02%
909
-84
377
$289K 0.02%
704
+35
378
$287K 0.02%
1,014
-316
379
$286K 0.02%
1,855
+56
380
$280K 0.02%
+1,192
381
$280K 0.02%
2,600
-799
382
$279K 0.02%
11,889
+438
383
$271K 0.02%
5,149
+10
384
$270K 0.02%
14,907
385
$269K 0.02%
3,451
+168
386
$268K 0.02%
+5,443
387
$268K 0.02%
+14,712
388
$268K 0.02%
11,070
+79
389
$268K 0.02%
+1,433
390
$266K 0.02%
11,600
+127
391
$265K 0.02%
2,009
+442
392
$263K 0.02%
+4,618
393
$261K 0.02%
+1,574
394
$257K 0.02%
5,123
-850
395
$255K 0.02%
+2,300
396
$248K 0.02%
2,516
+64
397
$246K 0.01%
+1,394
398
$245K 0.01%
+8,259
399
$239K 0.01%
+4,439
400
$238K 0.01%
3,416
14 15
16
17 18