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
376
$668K 0.02%
27,555
-34
377
$660K 0.01%
4,040
+881
378
$646K 0.01%
4,279
+500
379
$644K 0.01%
803
+335
380
$643K 0.01%
13,633
+1,585
381
$641K 0.01%
6,985
382
$641K 0.01%
3,324
+246
383
$627K 0.01%
4,320
+207
384
$627K 0.01%
5,836
+508
385
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1,407
-771
386
$616K 0.01%
6,206
-581
387
$615K 0.01%
1,397
+57
388
$611K 0.01%
22,905
-14,734
389
$609K 0.01%
6,052
-200
390
$605K 0.01%
12,076
+1,821
391
$600K 0.01%
19,353
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392
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5,306
-45
393
$587K 0.01%
22,554
+13,084
394
$587K 0.01%
4,344
+124
395
$574K 0.01%
6,114
+1,010
396
$573K 0.01%
1,880
+38
397
$572K 0.01%
1,071
+331
398
$566K 0.01%
5,183
+1,234
399
$565K 0.01%
31,188
-2,033
400
$564K 0.01%
5,548
-200
14 15
16
17 18