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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
451
$536K 0.01%
1,526
+842
452
$535K 0.01%
3,890
+994
453
$534K 0.01%
+16,787
454
$533K 0.01%
+975
455
$532K 0.01%
17,065
+6,952
456
$530K 0.01%
5,865
+887
457
$530K 0.01%
5,625
+77
458
$530K 0.01%
+14,601
459
$528K 0.01%
16,426
+3,015
460
$525K 0.01%
5,511
+1,230
461
$524K 0.01%
7,093
+1,209
462
$522K 0.01%
8,060
+1,052
463
$521K 0.01%
3,832
-269
464
$521K 0.01%
12,707
+4,760
465
$519K 0.01%
7,183
-2,942
466
$517K 0.01%
11,490
467
$514K 0.01%
+5,406
468
$514K 0.01%
9,631
+50
469
$512K 0.01%
1,352
470
$512K 0.01%
3,366
+1,007
471
$499K 0.01%
10,450
+3,623
472
$497K 0.01%
2,650
473
$497K 0.01%
5,519
+190
474
$491K 0.01%
10,930
475
$490K 0.01%
3,737
-71,879
17 18
19
20 21