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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
476
$490K 0.01%
+6,943
477
$488K 0.01%
14,190
-2,095
478
$487K 0.01%
4,696
-1,140
479
$484K 0.01%
+19,207
480
$483K 0.01%
507
-220
481
$477K 0.01%
1,784
+530
482
$476K 0.01%
2,145
+464
483
$475K 0.01%
5,327
484
$473K 0.01%
6,522
+2,622
485
$471K 0.01%
5,771
-939
486
$468K 0.01%
652
-70
487
$468K 0.01%
4,968
+1,790
488
$466K 0.01%
3,847
-2,541
489
$466K 0.01%
9,320
+1,500
490
$464K 0.01%
17,815
+8,895
491
$463K 0.01%
198
+10
492
$457K 0.01%
18,445
+5,885
493
$456K 0.01%
1,758
-754
494
$455K 0.01%
14,558
-4,795
495
$453K 0.01%
8,663
+2,189
496
$453K 0.01%
4,514
-60
497
$451K 0.01%
8,934
+408
498
$449K 0.01%
5,573
-22,327
499
$449K 0.01%
44,829
-58,643
500
$443K 0.01%
8,780
-4,802
18 19
20
21 22