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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
26
$33.1M 0.67%
728,102
+29,248
27
$30.5M 0.61%
214,060
-903
28
$30.3M 0.61%
442,297
+12,345
29
$29.3M 0.59%
65,823
-3,079
30
$29.1M 0.59%
88,766
+25,715
31
$29M 0.58%
87,771
+6,752
32
$28.3M 0.57%
1,075,445
-15,007
33
$27.6M 0.56%
716,143
-9,013
34
$27.6M 0.56%
132,274
-425
35
$26.4M 0.53%
283,859
+995
36
$26M 0.52%
688,403
-20,543
37
$24.6M 0.5%
1,057,450
+101,647
38
$24.1M 0.48%
721,565
+58,908
39
$23.9M 0.48%
75,686
+7,281
40
$22.1M 0.44%
322,275
+4,578
41
$21.7M 0.44%
145,805
-639
42
$21.5M 0.43%
325,933
+3,482
43
$21.5M 0.43%
23,197
-8,120
44
$20.5M 0.41%
1,121,163
+3,574
45
$20.3M 0.41%
83,092
+10,383
46
$19.9M 0.4%
103,917
-3,601
47
$19.6M 0.39%
243,255
+36,350
48
$19.3M 0.39%
79,218
+2,863
49
$18.6M 0.37%
389,705
+15,500
50
$18.4M 0.37%
161,867
+20,519
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