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
601
$225K 0.01%
+1,427
602
$224K 0.01%
+4,667
603
$224K 0.01%
3,084
-806
604
$224K 0.01%
1,223
+2
605
$224K 0.01%
+1,000
606
$223K 0.01%
3,556
-808
607
$223K 0.01%
+2,250
608
$222K 0.01%
17,000
609
$222K 0.01%
+4,906
610
$222K 0.01%
+808
611
$221K 0.01%
20,345
+312
612
$220K 0.01%
4,119
+114
613
$219K ﹤0.01%
2,217
-653
614
$218K ﹤0.01%
+450
615
$218K ﹤0.01%
+3,192
616
$218K ﹤0.01%
+2,350
617
$218K ﹤0.01%
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618
$217K ﹤0.01%
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619
$217K ﹤0.01%
7,913
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620
$217K ﹤0.01%
677
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621
$217K ﹤0.01%
+5,474
622
$216K ﹤0.01%
14,539
623
$216K ﹤0.01%
26,123
+580
624
$215K ﹤0.01%
2,643
-304
625
$215K ﹤0.01%
5,793
+652
23 24
25
26 27