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
26
$29.8M 0.67%
429,952
+14,490
27
$29.8M 0.67%
698,854
+56,955
28
$28.9M 0.65%
214,963
-3,724
29
$26.7M 0.6%
1,090,452
+377,918
30
$26M 0.59%
725,156
-9,600
31
$25.9M 0.58%
132,699
+9,475
32
$25.2M 0.57%
282,864
-8,084
33
$25.2M 0.57%
708,946
+635,664
34
$24.9M 0.56%
140,610
-6,318
35
$22.3M 0.5%
81,019
+14,935
36
$22.2M 0.5%
226,945
+35,143
37
$21.9M 0.49%
68,902
+9,987
38
$21.7M 0.49%
70,309
+5,476
39
$21.1M 0.48%
955,803
-9,267
40
$20.2M 0.46%
317,697
+18,282
41
$20M 0.45%
662,657
+9,103
42
$19.9M 0.45%
1,117,589
+41,683
43
$19.8M 0.45%
68,405
+6,876
44
$19.7M 0.44%
108,034
-1,432
45
$19.2M 0.43%
63,051
+481
46
$19M 0.43%
91,487
-952
47
$18.9M 0.43%
322,451
+10,181
48
$18.7M 0.42%
146,444
+32,082
49
$18.5M 0.42%
107,518
+36,548
50
$17.9M 0.4%
173,838
-16,825
1
2
3 4 5