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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
651
$270K 0.01%
5,016
+16
652
$270K 0.01%
1,971
-29,037
653
$268K 0.01%
3,653
-2,423
654
$266K 0.01%
32,554
+6,431
655
$266K 0.01%
+3,224
656
$266K 0.01%
+4,647
657
$265K 0.01%
1,912
+50
658
$265K 0.01%
+4,615
659
$264K 0.01%
7,626
660
$264K 0.01%
+5,852
661
$262K 0.01%
11,923
+2,125
662
$261K 0.01%
+2,325
663
$261K 0.01%
+10,140
664
$260K 0.01%
1,007
+50
665
$260K 0.01%
+3,696
666
$259K 0.01%
927
-666
667
$259K 0.01%
4,238
+108
668
$258K 0.01%
+7,020
669
$258K 0.01%
15,423
+4,976
670
$256K 0.01%
+6,055
671
$254K 0.01%
+4,683
672
$254K 0.01%
+307
673
$254K 0.01%
+29,166
674
$253K 0.01%
+8,215
675
$252K 0.01%
2,810
+593
25 26
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