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
401
$557K 0.01%
17,037
+361
402
$552K 0.01%
4,264
+875
403
$550K 0.01%
16,285
+1,360
404
$550K 0.01%
19,749
+1,634
405
$549K 0.01%
11,378
406
$547K 0.01%
38,097
+4,318
407
$542K 0.01%
5,723
+713
408
$533K 0.01%
1,612
-190
409
$531K 0.01%
3,194
+107
410
$527K 0.01%
2,828
-604
411
$524K 0.01%
925
412
$524K 0.01%
5,830
+1,645
413
$514K 0.01%
36,760
+3,945
414
$510K 0.01%
6,710
+1,529
415
$506K 0.01%
15,512
+381
416
$504K 0.01%
7,164
+866
417
$500K 0.01%
7,442
-56
418
$500K 0.01%
+9,581
419
$495K 0.01%
248
-59
420
$491K 0.01%
188
+38
421
$490K 0.01%
7,016
+3,171
422
$489K 0.01%
4,101
+50
423
$485K 0.01%
12,640
+6,482
424
$481K 0.01%
13,411
+883
425
$480K 0.01%
7,124
-1,324
15 16
17
18 19