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
501
$338K 0.01%
+4,555
502
$338K 0.01%
3,286
+25
503
$335K 0.01%
+10,260
504
$334K 0.01%
170,383
+111,394
505
$334K 0.01%
7,876
-764
506
$334K 0.01%
+2,048
507
$334K 0.01%
7,502
+1,794
508
$333K 0.01%
1,179
-135
509
$331K 0.01%
1,681
-16
510
$331K 0.01%
+3,178
511
$328K 0.01%
2,434
-543
512
$324K 0.01%
19,325
-2,510
513
$324K 0.01%
2,855
+239
514
$323K 0.01%
+10,113
515
$323K 0.01%
+12,560
516
$322K 0.01%
22,584
517
$321K 0.01%
1,224
+2
518
$317K 0.01%
2,386
-246
519
$316K 0.01%
+1,014
520
$314K 0.01%
1,548
+196
521
$312K 0.01%
+3,161
522
$312K 0.01%
+5,632
523
$311K 0.01%
2,885
524
$310K 0.01%
11,974
+2,867
525
$309K 0.01%
3,877
+90
19 20
21
22 23