We are live on ! Find out more
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
376
$741K 0.01%
34,360
+92
377
$740K 0.01%
2,839
-117
378
$740K 0.01%
15,874
379
$739K 0.01%
3,782
-258
380
$734K 0.01%
1,252
-221
381
$732K 0.01%
2,113
+1,099
382
$723K 0.01%
8,780
-3,174
383
$714K 0.01%
26,503
+3,598
384
$712K 0.01%
48,659
+20,298
385
$712K 0.01%
24,173
+4,424
386
$708K 0.01%
8,482
-5,230
387
$702K 0.01%
10,637
+2,863
388
$702K 0.01%
8,370
+3,815
389
$698K 0.01%
16,323
-4,986
390
$695K 0.01%
4,279
391
$693K 0.01%
9,155
392
$692K 0.01%
20,249
+7,609
393
$691K 0.01%
8,145
+2,315
394
$687K 0.01%
3,855
395
$676K 0.01%
9,231
+3,206
396
$675K 0.01%
34,114
397
$671K 0.01%
6,030
-842
398
$665K 0.01%
10,356
-420
399
$659K 0.01%
14,421
+8,893
400
$659K 0.01%
4,866
-776
14 15
16
17 18