EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.19M
3
+$2M
4
CAC icon
Camden National
CAC
+$1.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.4M

Top Sells

1
+$6.29M
2
+$4.54M
3
+$1.32M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$975K
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$973K

Sector Composition

1 Technology 1.68%
2 Financials 0.7%
3 Energy 0.47%
4 Consumer Discretionary 0.41%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$921K 0.22%
35,673
-314
52
$917K 0.22%
38,004
+2,582
53
$904K 0.22%
35,447
-184
54
$892K 0.22%
5,853
+180
55
$864K 0.21%
14,471
+5,335
56
$822K 0.2%
35,538
+1,098
57
$818K 0.2%
35,833
+1,931
58
$790K 0.19%
41,044
-47,213
59
$784K 0.19%
9,511
-510
60
$777K 0.19%
+33,232
61
$755K 0.18%
13,214
-6,577
62
$746K 0.18%
9,063
-1,114
63
$583K 0.14%
15,949
-3,809
64
$579K 0.14%
16,498
+1,853
65
$567K 0.14%
6,781
-1,639
66
$561K 0.14%
4,456
-1,115
67
$544K 0.13%
6,693
-765
68
$537K 0.13%
10,960
-3,260
69
$506K 0.12%
5,447
-10,478
70
$496K 0.12%
16,700
+2,840
71
$484K 0.12%
16,729
+9,010
72
$469K 0.11%
3,946
+123
73
$460K 0.11%
3,067
74
$424K 0.1%
4,611
+800
75
$422K 0.1%
18,438
-2,742
1 2
3
4 5