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
401
$656K 0.01%
1,675
-377
402
$653K 0.01%
4,484
+140
403
$651K 0.01%
+7,699
404
$647K 0.01%
21,979
+12,264
405
$645K 0.01%
5,214
+2,053
406
$644K 0.01%
16,423
+574
407
$643K 0.01%
7,070
+1,427
408
$641K 0.01%
6,985
409
$637K 0.01%
12,322
-9,698
410
$635K 0.01%
+8,428
411
$634K 0.01%
3,028
-296
412
$632K 0.01%
+21,081
413
$625K 0.01%
1,787
+458
414
$622K 0.01%
6,255
+141
415
$618K 0.01%
+26,784
416
$618K 0.01%
2,595
-7,586
417
$616K 0.01%
3,195
+1
418
$612K 0.01%
68,127
+29,122
419
$612K 0.01%
3,118
-855
420
$609K 0.01%
6,052
421
$608K 0.01%
11,378
422
$607K 0.01%
+6,336
423
$605K 0.01%
17,469
+8,157
424
$605K 0.01%
1,304
-93
425
$605K 0.01%
5,406
+2,353
15 16
17
18 19