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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
551
$379K 0.01%
12,524
+3,709
552
$378K 0.01%
2,002
+575
553
$377K 0.01%
1,880
+207
554
$377K 0.01%
2,697
+33
555
$376K 0.01%
+4,833
556
$375K 0.01%
14,580
557
$373K 0.01%
6,932
-291
558
$371K 0.01%
+2,623
559
$369K 0.01%
10,341
-41
560
$366K 0.01%
+9,319
561
$356K 0.01%
2,560
+126
562
$356K 0.01%
1,186
+284
563
$354K 0.01%
1,571
+571
564
$354K 0.01%
742
+186
565
$353K 0.01%
+29,872
566
$352K 0.01%
5,893
+2,387
567
$350K 0.01%
+8,474
568
$349K 0.01%
5,811
569
$348K 0.01%
6,754
-2,236
570
$347K 0.01%
+815
571
$347K 0.01%
1,228
+23
572
$344K 0.01%
2,482
+298
573
$344K 0.01%
3,877
574
$344K 0.01%
7,720
+580
575
$343K 0.01%
+1,708
21 22
23
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