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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
701
$235K ﹤0.01%
+28,871
702
$235K ﹤0.01%
+1,852
703
$235K ﹤0.01%
+3,246
704
$233K ﹤0.01%
1,958
705
$231K ﹤0.01%
+4,326
706
$230K ﹤0.01%
1,655
-510
707
$230K ﹤0.01%
+3,017
708
$229K ﹤0.01%
43,943
+13,781
709
$228K ﹤0.01%
+1,043
710
$228K ﹤0.01%
+1,573
711
$227K ﹤0.01%
355
-26
712
$226K ﹤0.01%
+3,168
713
$224K ﹤0.01%
+5,270
714
$224K ﹤0.01%
+4,313
715
$223K ﹤0.01%
+5,829
716
$223K ﹤0.01%
+1,587
717
$223K ﹤0.01%
4,120
+1
718
$222K ﹤0.01%
+1,396
719
$222K ﹤0.01%
+999
720
$221K ﹤0.01%
+5,080
721
$221K ﹤0.01%
6,871
-2,410
722
$220K ﹤0.01%
7,913
723
$220K ﹤0.01%
+1,027
724
$219K ﹤0.01%
2,350
+50
725
$219K ﹤0.01%
708
+31
27 28
29
30 31