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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
$4.42B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$21.2M
3
+$19.7M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.3M
5
VTV icon
Vanguard Value ETF
VTV
+$9.67M

Top Sells

1
+$8.22M
2
+$5.67M
3
+$2.02M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.73M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.72M

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
– –
-13,722
686
– –
-2,596
687
– –
-5,525
688
– –
-1,303
689
– –
-2,251
690
– –
-5,052
691
– –
-6,468
692
– –
-6,896
693
– –
-3,385
694
– –
-2,180
695
– –
-5,159
696
– –
-2,633
697
– –
-2,625
698
– –
-2,516
699
– –
-735
700
– –
-10,837
26 27
28
29 30