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
426
$200K 0.01%
+1,716
427
$177K 0.01%
10,554
+21
428
$159K 0.01%
+10,014
429
$139K 0.01%
+277
430
$136K 0.01%
14,425
431
$127K 0.01%
12,555
+750
432
$110K 0.01%
+10,609
433
$82K 0.01%
12,533
434
$81K ﹤0.01%
20,000
435
$71K ﹤0.01%
31,366
+5,904
436
$69K ﹤0.01%
30,769
+17,581
437
$68K ﹤0.01%
22,788
+3,633
438
$50K ﹤0.01%
+20
439
$45K ﹤0.01%
+31,144
440
$27K ﹤0.01%
11,527
-1,302
441
$17K ﹤0.01%
22,473
+2,106
442
$13K ﹤0.01%
2
443
– –
-1,300
444
– –
-5,586
445
– –
-86,330
446
– –
-28,476
447
– –
0
448
– –
-582
449
– –
-10,000
450
– –
-1,900
15 16 17
18
19