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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
626
$283K 0.01%
4,145
627
$282K 0.01%
+1,481
628
$282K 0.01%
2,000
-385
629
$281K 0.01%
+12,303
630
$281K 0.01%
10,697
+3,278
631
$281K 0.01%
18,739
+4,200
632
$280K 0.01%
41,737
+12,884
633
$279K 0.01%
2,038
-10
634
$278K 0.01%
3,394
-389
635
$278K 0.01%
5,582
+1,029
636
$278K 0.01%
+9,792
637
$278K 0.01%
6,229
+1,080
638
$275K 0.01%
771
+81
639
$275K 0.01%
+4,737
640
$274K 0.01%
+2,207
641
$273K 0.01%
633
+116
642
$273K 0.01%
9,037
+1,832
643
$272K 0.01%
3,217
+485
644
$272K 0.01%
8,296
+34
645
$272K 0.01%
5,987
-1,363
646
$271K 0.01%
9,378
-325
647
$271K 0.01%
3,948
648
$271K 0.01%
+2,964
649
$271K 0.01%
2,306
650
$270K 0.01%
+10,600
24 25
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