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
476
$370K 0.01%
5,884
+658
477
$369K 0.01%
3,119
478
$368K 0.01%
7,075
-1,106
479
$367K 0.01%
8,591
-3,000
480
$366K 0.01%
1,497
-1,203
481
$366K 0.01%
1,609
-34
482
$361K 0.01%
4,529
+429
483
$360K 0.01%
3,314
484
$360K 0.01%
12,819
-7,800
485
$359K 0.01%
1,784
+119
486
$358K 0.01%
+8,017
487
$355K 0.01%
3,726
-705
488
$352K 0.01%
459
-407
489
$352K 0.01%
2,664
+248
490
$352K 0.01%
2,385
+265
491
$351K 0.01%
3,894
-201
492
$350K 0.01%
1,673
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493
$350K 0.01%
66,893
+1,479
494
$350K 0.01%
14,580
495
$350K 0.01%
2,359
-164
496
$349K 0.01%
+3,405
497
$349K 0.01%
1,205
+5
498
$344K 0.01%
3,029
+4
499
$342K 0.01%
10,382
+2,297
500
$340K 0.01%
3,543
-862
18 19
20
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