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
451
$422K 0.01%
8,100
-3,187
452
$421K 0.01%
1,707
-38
453
$420K 0.01%
5,643
-1,003
454
$420K 0.01%
6,076
-3,891
455
$417K 0.01%
6,025
+1,610
456
$416K 0.01%
1,389
-384
457
$410K 0.01%
2,430
+98
458
$408K 0.01%
4,984
+1,009
459
$405K 0.01%
+5,320
460
$404K 0.01%
5,329
-2,326
461
$403K 0.01%
10,480
-3,714
462
$403K 0.01%
7,820
463
$400K 0.01%
263
+25
464
$391K 0.01%
1,212
-351
465
$390K 0.01%
760
-33
466
$387K 0.01%
42,485
+4,817
467
$386K 0.01%
8,526
468
$386K 0.01%
5,811
+35
469
$383K 0.01%
6,824
-68
470
$381K 0.01%
4,802
-816
471
$381K 0.01%
1,254
+371
472
$378K 0.01%
7,223
-1,267
473
$376K 0.01%
3,784
-3,253
474
$373K 0.01%
4,281
-24
475
$371K 0.01%
+6,827
17 18
19
20 21