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
$1.17B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$5.82M
4
META icon
Meta Platforms (Facebook)
META
+$3.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.93M

Top Sells

1
+$6.08M
2
+$3.27M
3
+$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
CAC icon
Camden National
CAC
+$964K

Sector Composition

1 Technology 9.93%
2 Healthcare 2.84%
3 Consumer Discretionary 2.75%
4 Communication Services 2.49%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.05M 0.35%
80,990
+2,970
52
$3.69M 0.32%
58,113
+12,560
53
$3.61M 0.31%
111,019
-5,843
54
$3.54M 0.3%
36,824
+29,382
55
$3.37M 0.29%
99,980
+5,251
56
$3.37M 0.29%
65,094
+628
57
$3.37M 0.29%
41,638
+301
58
$3.16M 0.27%
51,604
+904
59
$3.09M 0.26%
130,102
+2,852
60
$3.08M 0.26%
83,751
+14,021
61
$2.82M 0.24%
32,871
-5,101
62
$2.69M 0.23%
19,356
-4,996
63
$2.6M 0.22%
11,205
-150
64
$2.58M 0.22%
35,140
+3,020
65
$2.5M 0.21%
71,801
-533
66
$2.49M 0.21%
13,023
-3,415
67
$2.48M 0.21%
31,341
-5,168
68
$2.48M 0.21%
14,982
-1,103
69
$2.43M 0.21%
61,659
+6,267
70
$2.43M 0.21%
83,508
+18,800
71
$2.36M 0.2%
10,743
+208
72
$2.3M 0.2%
18,180
-589
73
$2.25M 0.19%
37,747
+6,180
74
$2.22M 0.19%
10,436
-566
75
$2.22M 0.19%
101,624
-288
1 2
3
4 5