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
$1.17B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$5.82M
4
META icon
Meta Platforms (Facebook)
META
+$3.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.93M

Top Sells

1
+$6.08M
2
+$3.27M
3
+$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
CAC icon
Camden National
CAC
+$964K

Sector Composition

1 Technology 9.93%
2 Healthcare 2.84%
3 Consumer Discretionary 2.75%
4 Communication Services 2.49%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.61M 0.74%
172,682
+7,714
27
$8.01M 0.68%
370,171
-1,089
28
$7.83M 0.67%
275,318
+13,372
29
$7.77M 0.66%
76,131
30
$7.44M 0.64%
161,664
-11,377
31
$7.13M 0.61%
64,483
+12,084
32
$6.87M 0.59%
44,638
+1,170
33
$6.85M 0.59%
158,452
-4,802
34
$6.83M 0.58%
24,586
+2,433
35
$6.75M 0.58%
39,613
+179
36
$6.73M 0.58%
25,702
+12,759
37
$6.48M 0.55%
32,394
-3,441
38
$6.41M 0.55%
375,084
+9,372
39
$6.16M 0.53%
+60,642
40
$5.93M 0.51%
99,133
-2,363
41
$5.68M 0.49%
128,094
-182
42
$5.13M 0.44%
14,459
-282
43
$4.86M 0.42%
279,477
+20,445
44
$4.85M 0.41%
172,840
-658
45
$4.84M 0.41%
180,880
+11,344
46
$4.62M 0.39%
489,899
47
$4.37M 0.37%
139,151
-2,670
48
$4.31M 0.37%
175,523
+375
49
$4.27M 0.36%
12,701
+1,235
50
$4.2M 0.36%
86,291
+6,713
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