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
401
$237K 0.01%
+1,979
402
$234K 0.01%
2,038
+15
403
$230K 0.01%
883
404
$230K 0.01%
3,862
405
$230K 0.01%
3,273
-55
406
$227K 0.01%
+21,361
407
$226K 0.01%
3,725
-86
408
$226K 0.01%
+1,369
409
$226K 0.01%
2,500
410
$226K 0.01%
+7,780
411
$226K 0.01%
+4,045
412
$224K 0.01%
1,900
413
$224K 0.01%
+1,204
414
$221K 0.01%
+5,950
415
$218K 0.01%
+862
416
$216K 0.01%
4,664
417
$212K 0.01%
+2,315
418
$210K 0.01%
+1,611
419
$210K 0.01%
+543
420
$207K 0.01%
+1,401
421
$207K 0.01%
+1,084
422
$207K 0.01%
+1,384
423
$201K 0.01%
+2,470
424
$201K 0.01%
+5,070
425
$201K 0.01%
+366
15 16
17
18 19