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
551
$277K 0.01%
28,585
+4,088
552
$277K 0.01%
9,281
-1,166
553
$277K 0.01%
+5,120
554
$276K 0.01%
+3,622
555
$275K 0.01%
1,846
-284
556
$274K 0.01%
3,053
-581
557
$274K 0.01%
2,443
+178
558
$271K 0.01%
+718
559
$270K 0.01%
39,005
+21,815
560
$269K 0.01%
+7,947
561
$267K 0.01%
2,306
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562
$265K 0.01%
19,309
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563
$264K 0.01%
2,668
-680
564
$262K 0.01%
7,626
-11,858
565
$261K 0.01%
+8,939
566
$261K 0.01%
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567
$260K 0.01%
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$258K 0.01%
650
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569
$257K 0.01%
8,262
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570
$256K 0.01%
5,198
-1,420
571
$255K 0.01%
13,063
572
$253K 0.01%
+722
573
$246K 0.01%
+3,155
574
$246K 0.01%
690
-318
575
$246K 0.01%
3,317
-495
21 22
23
24 25