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
$1.65B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.9M
3
+$25M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$21.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$21M

Top Sells

1
+$11.2M
2
+$1.94M
3
+$1.09M
4
TDOC icon
Teladoc Health
TDOC
+$1.01M
5
SHW icon
Sherwin-Williams
SHW
+$442K

Sector Composition

1 Technology 9.44%
2 Consumer Discretionary 2.58%
3 Communication Services 2.54%
4 Healthcare 2.38%
5 Financials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.9M 0.84%
69,055
+10,578
27
$13.4M 0.81%
775,794
+197,694
28
$13.3M 0.8%
80,556
+4,204
29
$12.7M 0.77%
616,990
+144,472
30
$12.2M 0.74%
53,969
+16,716
31
$10.5M 0.63%
374,692
+76,629
32
$9.69M 0.59%
27,336
+13,296
33
$9.49M 0.57%
311,962
+67,480
34
$9.42M 0.57%
42,262
+12,404
35
$9.31M 0.56%
357,564
+255,716
36
$9.04M 0.55%
166,435
+30,850
37
$8.88M 0.54%
75,815
+5,385
38
$8.74M 0.53%
110,606
+21,147
39
$7.85M 0.48%
128,023
+23,457
40
$7.68M 0.47%
155,049
+11,031
41
$7.59M 0.46%
228,032
+34,079
42
$7.47M 0.45%
227,081
+24,286
43
$7.34M 0.44%
152,974
+24,821
44
$6.88M 0.42%
117,805
+25,471
45
$6.58M 0.4%
52,520
+4,780
46
$6.58M 0.4%
15,297
+734
47
$6.4M 0.39%
281,007
-11,835
48
$6.36M 0.39%
27,210
+250
49
$6.35M 0.38%
98,053
+37,515
50
$6.06M 0.37%
95,206
+21,964
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