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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
676
$252K 0.01%
+2,915
677
$251K 0.01%
14,989
+3,076
678
$249K 0.01%
3,319
+2
679
$249K 0.01%
+783
680
$248K 0.01%
5,426
-45
681
$247K 0.01%
+10,481
682
$247K 0.01%
743
+70
683
$246K 0.01%
+1,633
684
$246K 0.01%
7,178
+1,385
685
$246K ﹤0.01%
+1,963
686
$245K ﹤0.01%
+6,577
687
$245K ﹤0.01%
8,016
-1
688
$243K ﹤0.01%
+13,273
689
$243K ﹤0.01%
+6,880
690
$242K ﹤0.01%
19,613
+7,768
691
$241K ﹤0.01%
3,508
-2,124
692
$240K ﹤0.01%
+4,034
693
$240K ﹤0.01%
1,342
-92
694
$239K ﹤0.01%
3,556
695
$239K ﹤0.01%
+5,302
696
$237K ﹤0.01%
+3,904
697
$237K ﹤0.01%
+3,106
698
$237K ﹤0.01%
+2,928
699
$237K ﹤0.01%
+4,192
700
$236K ﹤0.01%
+956
26 27
28
29 30