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
576
$245K 0.01%
+849
577
$245K 0.01%
+1,100
578
$243K 0.01%
3,950
579
$243K 0.01%
2,800
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580
$242K 0.01%
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581
$241K 0.01%
5,471
-48
582
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+4,069
583
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4,130
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584
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+800
585
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3,194
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586
$234K 0.01%
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587
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517
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588
$232K 0.01%
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589
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590
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+9,590
591
$231K 0.01%
10,000
-10,000
592
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902
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594
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595
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596
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1,701
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598
$228K 0.01%
5,528
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599
$227K 0.01%
+4,195
600
$226K 0.01%
1,862
+24
22 23
24
25 26