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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
426
$603K 0.01%
9,035
+2,760
427
$602K 0.01%
2,743
+313
428
$600K 0.01%
20,226
+7,407
429
$597K 0.01%
1,848
+28
430
$596K 0.01%
14,720
+3,190
431
$592K 0.01%
26,852
+4,673
432
$590K 0.01%
+5,659
433
$586K 0.01%
+24,017
434
$586K 0.01%
3,278
+423
435
$584K 0.01%
+11,916
436
$582K 0.01%
2,071
-1,525
437
$575K 0.01%
5,735
-471
438
$572K 0.01%
1,774
-426
439
$570K 0.01%
35,730
+15,124
440
$569K 0.01%
1,158
+87
441
$568K 0.01%
268,992
+98,609
442
$567K 0.01%
1,535
-404
443
$566K 0.01%
+13,507
444
$561K 0.01%
8,497
+1,297
445
$560K 0.01%
11,252
-3,242
446
$553K 0.01%
15,584
+72
447
$551K 0.01%
925
448
$548K 0.01%
7,215
+1,016
449
$546K 0.01%
4,527
-656
450
$544K 0.01%
14,554
+5,615
16 17
18
19 20