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
426
$478K 0.01%
11,490
-1,078
427
$475K 0.01%
1,352
428
$469K 0.01%
6,199
+559
429
$467K 0.01%
6,760
+232
430
$465K 0.01%
9,857
+2,628
431
$462K 0.01%
22,179
+1,991
432
$453K 0.01%
7,774
+2,808
433
$453K 0.01%
2,650
434
$453K 0.01%
4,495
-570
435
$448K 0.01%
5,000
436
$446K 0.01%
7,008
+812
437
$442K 0.01%
6,474
+113
438
$442K 0.01%
7,200
+900
439
$442K 0.01%
1,329
-37
440
$441K 0.01%
4,574
-146
441
$438K 0.01%
28,361
+14,550
442
$434K 0.01%
10,930
+2
443
$432K 0.01%
7,708
+4,136
444
$432K 0.01%
6,275
+1,854
445
$431K 0.01%
4,978
+646
446
$429K 0.01%
1,593
-117
447
$427K 0.01%
5,327
+1,000
448
$425K 0.01%
2,807
+1,265
449
$424K 0.01%
3,594
+194
450
$423K 0.01%
2,753
-1,140
16 17
18
19 20