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
$1.65B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.9M
3
+$25M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$21.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$21M

Top Sells

1
+$11.2M
2
+$1.94M
3
+$1.09M
4
TDOC icon
Teladoc Health
TDOC
+$1.01M
5
SHW icon
Sherwin-Williams
SHW
+$442K

Sector Composition

1 Technology 9.44%
2 Consumer Discretionary 2.58%
3 Communication Services 2.54%
4 Healthcare 2.38%
5 Financials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.92M 0.36%
14,964
+1,308
52
$5.69M 0.34%
24,600
+1,136
53
$5.67M 0.34%
150,266
+26,310
54
$5.59M 0.34%
105,486
+27,977
55
$5.44M 0.33%
51,564
-40
56
$5.43M 0.33%
137,778
+34,778
57
$5.23M 0.32%
191,506
+8,780
58
$4.97M 0.3%
+66,332
59
$4.82M 0.29%
39,500
+6,960
60
$4.77M 0.29%
31,324
+2,220
61
$4.61M 0.28%
44,027
+7,607
62
$4.61M 0.28%
102,044
+19,041
63
$4.55M 0.28%
40,741
+19,501
64
$4.27M 0.26%
102,711
+1,403
65
$4.27M 0.26%
136,466
-9,227
66
$4.27M 0.26%
75,991
+5,928
67
$4.2M 0.25%
79,440
+4,260
68
$4.18M 0.25%
212,022
+32,056
69
$4.17M 0.25%
103,247
+13,582
70
$4.07M 0.25%
40,852
+3,673
71
$3.93M 0.24%
121,793
+23,338
72
$3.82M 0.23%
49,070
+4,829
73
$3.72M 0.23%
12,975
+4,588
74
$3.71M 0.22%
214,259
+12
75
$3.64M 0.22%
26,958
+3,921
1 2
3
4 5