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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
526
$403K 0.01%
79,558
+36,351
527
$402K 0.01%
3,856
+313
528
$402K 0.01%
8,591
529
$401K 0.01%
1,748
+41
530
$400K 0.01%
8,948
+1,072
531
$398K 0.01%
3,119
532
$398K 0.01%
+12,280
533
$397K 0.01%
8,099
-1
534
$397K 0.01%
3,903
+450
535
$395K 0.01%
5,248
+1,589
536
$394K 0.01%
3,290
-24
537
$394K 0.01%
299
+36
538
$393K 0.01%
+1,556
539
$392K 0.01%
3,448
+563
540
$390K 0.01%
7,356
+3,325
541
$388K 0.01%
1,645
+36
542
$387K 0.01%
1,349
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543
$387K 0.01%
+4,719
544
$384K 0.01%
9,595
+5
545
$383K 0.01%
2,596
-1,668
546
$383K 0.01%
1,184
+384
547
$383K 0.01%
9,621
+3,567
548
$382K 0.01%
5,042
+513
549
$381K 0.01%
6,861
+101
550
$380K 0.01%
544
+85
20 21
22
23 24