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
676
$63.7K ﹤0.01%
13,650
677
$45.4K ﹤0.01%
13,250
+300
678
$43.9K ﹤0.01%
+1,000
679
$42.8K ﹤0.01%
+10,069
680
$27K ﹤0.01%
+13,800
681
$21.4K ﹤0.01%
11,000
682
$14.9K ﹤0.01%
+48,000
683
$12.1K ﹤0.01%
10,250
684
$1.3K ﹤0.01%
13,000
685
– –
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686
– –
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687
– –
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688
– –
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689
– –
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690
– –
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– –
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692
– –
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693
– –
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694
– –
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695
– –
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– –
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697
– –
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698
– –
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– –
-5,525
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– –
-1,303
26 27
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29 30