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
$413M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.19M
3
+$2M
4
CAC icon
Camden National
CAC
+$1.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.4M

Top Sells

1
+$6.29M
2
+$4.54M
3
+$1.32M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$975K
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$973K

Sector Composition

1 Technology 1.68%
2 Financials 0.7%
3 Energy 0.47%
4 Consumer Discretionary 0.41%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.46%
92,319
+15,710
27
$1.9M 0.46%
89,611
+2,662
28
$1.87M 0.45%
+66,770
29
$1.85M 0.45%
86,394
+8,300
30
$1.84M 0.44%
37,670
-102
31
$1.78M 0.43%
16,750
32
$1.63M 0.39%
14,704
+725
33
$1.55M 0.37%
50,559
+6,500
34
$1.51M 0.37%
46,781
+10,294
35
$1.38M 0.33%
65,465
-3,866
36
$1.36M 0.33%
25,391
-3,690
37
$1.33M 0.32%
+63,393
38
$1.26M 0.31%
20,149
-374
39
$1.22M 0.3%
24,496
-3,056
40
$1.21M 0.29%
5,897
+209
41
$1.2M 0.29%
12,603
-2,111
42
$1.19M 0.29%
22,562
-6,242
43
$1.18M 0.28%
20,361
-1,670
44
$1.15M 0.28%
14,224
+28
45
$1.14M 0.27%
33,141
+8,730
46
$1.11M 0.27%
23,018
-5,810
47
$1.11M 0.27%
82,198
-16,832
48
$1.09M 0.26%
15,812
+724
49
$1.09M 0.26%
16,074
-6,965
50
$1.03M 0.25%
10,828
-20
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