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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
51
$18.3M 0.37%
62,230
-8,079
52
$18.2M 0.37%
36,271
+2,543
53
$17.9M 0.36%
173,177
-661
54
$17.9M 0.36%
173,644
-53,301
55
$17.6M 0.35%
402,502
+15,739
56
$16.9M 0.34%
155,519
+22,890
57
$16.7M 0.34%
54,378
+910
58
$16.3M 0.33%
601,722
-4,687
59
$16.1M 0.32%
26,875
+4,173
60
$15.9M 0.32%
294,229
-1,283
61
$15.9M 0.32%
248,780
-2,475
62
$15.8M 0.32%
56,148
+314
63
$15.8M 0.32%
25,783
+3,839
64
$15.6M 0.31%
113,170
+12,507
65
$15.2M 0.31%
53,950
+5,476
66
$14.9M 0.3%
35,272
-590
67
$14.6M 0.29%
90,156
-17,878
68
$14.4M 0.29%
21,565
+2,722
69
$14.4M 0.29%
576,876
+27,367
70
$14.1M 0.28%
55,597
-969
71
$13.9M 0.28%
115,700
+9,060
72
$13.6M 0.27%
73,407
+7,522
73
$13.3M 0.27%
111,945
+10,185
74
$13.2M 0.26%
195,658
+1,617
75
$12.9M 0.26%
461,940
+6,187
1 2
3
4 5