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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
576
$341K 0.01%
+2,414
577
$340K 0.01%
689
-71
578
$338K 0.01%
19,565
+240
579
$336K 0.01%
3,622
580
$334K 0.01%
+12,957
581
$332K 0.01%
+4,369
582
$331K 0.01%
2,500
583
$328K 0.01%
+3,404
584
$328K 0.01%
5,253
-1,871
585
$327K 0.01%
3,125
-601
586
$326K 0.01%
4,862
+1,707
587
$324K 0.01%
+4,494
588
$322K 0.01%
3,777
+1,134
589
$320K 0.01%
10,185
+20
590
$318K 0.01%
+4,136
591
$318K 0.01%
19,865
+556
592
$316K 0.01%
781
-626
593
$316K 0.01%
+2,394
594
$313K 0.01%
6,436
+298
595
$310K 0.01%
+6,963
596
$310K 0.01%
25,935
+5,590
597
$310K 0.01%
+1,443
598
$309K 0.01%
3,944
+860
599
$308K 0.01%
+12,466
600
$308K 0.01%
+1,234
22 23
24
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