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
626
$215K ﹤0.01%
+3,506
627
$215K ﹤0.01%
+3,659
628
$215K ﹤0.01%
+893
629
$213K ﹤0.01%
+5,048
630
$213K ﹤0.01%
4,031
-1,249
631
$212K ﹤0.01%
+1,201
632
$212K ﹤0.01%
2,300
633
$211K ﹤0.01%
684
-384
634
$210K ﹤0.01%
+5,149
635
$209K ﹤0.01%
+9,798
636
$209K ﹤0.01%
5,569
637
$208K ﹤0.01%
+1,958
638
$208K ﹤0.01%
+4,553
639
$208K ﹤0.01%
+2,732
640
$207K ﹤0.01%
+1,181
641
$207K ﹤0.01%
+4,457
642
$206K ﹤0.01%
+7,205
643
$206K ﹤0.01%
2,416
-82
644
$206K ﹤0.01%
+7,419
645
$205K ﹤0.01%
699
-39
646
$205K ﹤0.01%
+673
647
$204K ﹤0.01%
3,538
-262
648
$204K ﹤0.01%
+381
649
$203K ﹤0.01%
1,902
-50
650
$202K ﹤0.01%
+7,034
24 25
26
27 28