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
651
$200K ﹤0.01%
+6,054
652
$194K ﹤0.01%
11,032
653
$182K ﹤0.01%
19,307
+3,436
654
$177K ﹤0.01%
13,862
+1,688
655
$176K ﹤0.01%
15,374
+2,497
656
$172K ﹤0.01%
43,207
+30,409
657
$172K ﹤0.01%
+10,370
658
$171K ﹤0.01%
11,913
+950
659
$171K ﹤0.01%
13,010
+10
660
$166K ﹤0.01%
16,747
+1,989
661
$160K ﹤0.01%
28,853
+10,785
662
$159K ﹤0.01%
+13,500
663
$158K ﹤0.01%
+10,447
664
$153K ﹤0.01%
50,709
+23,437
665
$150K ﹤0.01%
21,773
666
$148K ﹤0.01%
13,297
+3,271
667
$141K ﹤0.01%
+12,590
668
$139K ﹤0.01%
+10,000
669
$133K ﹤0.01%
+15,230
670
$122K ﹤0.01%
40,500
+10,500
671
$120K ﹤0.01%
+16,571
672
$103K ﹤0.01%
30,162
+16,009
673
$89.8K ﹤0.01%
10,000
674
$79.6K ﹤0.01%
11,845
+500
675
$79.2K ﹤0.01%
18,718
+29
25 26
27
28 29