EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
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
+$34.6M
2
+$22.6M
3
+$20M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.4M
5
VTV icon
Vanguard Value ETF
VTV
+$10.1M

Top Sells

1
+$8.71M
2
+$6.13M
3
+$2.65M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.92M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.91M

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
51
$17.3M 0.39%
374,205
+21,346
52
$16.4M 0.37%
33,728
+4,731
53
$16.4M 0.37%
72,709
+1,992
54
$16.2M 0.37%
386,763
-4,144
55
$16.1M 0.36%
251,255
-443
56
$15.8M 0.36%
66,520
-3,717
57
$15.8M 0.36%
141,348
+3,395
58
$15.3M 0.34%
53,468
+22
59
$15.2M 0.34%
41,381
+1,496
60
$14.9M 0.34%
606,409
+33,117
61
$14.6M 0.33%
295,512
+18,712
62
$14.3M 0.32%
48,474
+4,122
63
$14.3M 0.32%
106,640
+12,950
64
$13.6M 0.31%
549,509
-29,444
65
$13.5M 0.3%
76,355
+5,541
66
$13.4M 0.3%
56,566
+3,406
67
$13.2M 0.3%
100,663
-1,012
68
$12.5M 0.28%
22,702
+112
69
$12.5M 0.28%
21,944
+1,511
70
$12.2M 0.28%
55,834
-7,628
71
$12.1M 0.27%
132,629
+6,037
72
$12.1M 0.27%
69,913
-8,323
73
$12M 0.27%
194,041
+9,017
74
$11.7M 0.27%
35,862
+3,286
75
$11.7M 0.26%
18,843
+309
1 2
3
4 5