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
526
$309K 0.01%
2,500
527
$307K 0.01%
13,046
+2,933
528
$305K 0.01%
+3,259
529
$305K 0.01%
2,364
-1,318
530
$301K 0.01%
2,165
-191
531
$301K 0.01%
7,166
-1,550
532
$301K 0.01%
3,783
+495
533
$300K 0.01%
7,140
-544
534
$300K 0.01%
+5,380
535
$299K 0.01%
7,350
-815
536
$299K 0.01%
10,165
+42
537
$297K 0.01%
6,138
+899
538
$297K 0.01%
+8,815
539
$295K 0.01%
3,680
-123
540
$294K 0.01%
11,530
+1,044
541
$292K 0.01%
4,145
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542
$289K 0.01%
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543
$286K 0.01%
2,872
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544
$283K 0.01%
20,606
+10,540
545
$282K 0.01%
779
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546
$281K 0.01%
6,950
-100
547
$280K 0.01%
+9,715
548
$279K 0.01%
9,703
-185
549
$279K 0.01%
556
-316
550
$279K 0.01%
2,380
20 21
22
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