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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
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705
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708
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714
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715
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717
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718
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719
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720
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723
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