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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
501
$442K 0.01%
3,035
+685
502
$442K 0.01%
5,016
+16
503
$441K 0.01%
5,112
+1,920
504
$441K 0.01%
1,616
+437
505
$439K 0.01%
+3,964
506
$438K 0.01%
12,534
+2,274
507
$437K 0.01%
1,497
508
$437K 0.01%
244
-1,972
509
$436K 0.01%
71,611
-43,326
510
$432K 0.01%
3,872
-12
511
$429K 0.01%
5,175
+373
512
$428K 0.01%
+31,451
513
$427K 0.01%
2,981
-278
514
$427K 0.01%
2,518
+154
515
$427K 0.01%
5,320
516
$420K 0.01%
2,568
-239
517
$419K 0.01%
7,523
+2,856
518
$419K 0.01%
8,857
+1,691
519
$417K 0.01%
1,268
+56
520
$416K 0.01%
2,298
+514
521
$415K 0.01%
+19,947
522
$413K 0.01%
1,318
+510
523
$411K 0.01%
3,205
-389
524
$409K 0.01%
5,357
-1,718
525
$407K 0.01%
2,820
+377
19 20
21
22 23