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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
601
$308K 0.01%
+2,716
602
$307K 0.01%
8,009
+2,440
603
$307K 0.01%
2,033
+832
604
$306K 0.01%
2,151
-235
605
$306K 0.01%
+1,599
606
$305K 0.01%
6,950
607
$304K 0.01%
12,430
+530
608
$304K 0.01%
9,314
+2,280
609
$304K 0.01%
1,053
-559
610
$302K 0.01%
+4,472
611
$302K 0.01%
3,207
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612
$299K 0.01%
+1,570
613
$298K 0.01%
5,483
+1,414
614
$298K 0.01%
+4,428
615
$298K 0.01%
6,266
+2,728
616
$296K 0.01%
+15,406
617
$293K 0.01%
+5,945
618
$293K 0.01%
3,469
-211
619
$292K 0.01%
+1,237
620
$292K 0.01%
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621
$292K 0.01%
4,782
-416
622
$290K 0.01%
1,414
+314
623
$290K 0.01%
1,702
+1
624
$290K 0.01%
+8,676
625
$286K 0.01%
991
+292
23 24
25
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