EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.97B
1-Year Est. Return
16.51%
1 Year Est. Return
+16.51%
AUM
$4.42B
AUM Growth
+$544M
(+14%)
Holding
732
Top Buys
| 1 | +$34.6M | |
| 2 | +$22.6M | |
| 3 | +$20M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$10.4M |
| 5 |
Vanguard Value ETF
VTV
|
+$10.1M |
Top Sells
| 1 | +$8.71M | |
| 2 | +$6.13M | |
| 3 | +$2.65M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.92M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
726
Vanguard Total Bond Market
BND
$137B
| – | – |
-5,052
|
|
||
727
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
| – | – |
-5,639
|
|
||
728
AXIS Capital
AXS
$7.83B
| – | – |
-2,251
|
|
||
729
Atmos Energy
ATO
$28.5B
| – | – |
-1,303
|
|
||
730
Academy Sports + Outdoors
ASO
$2.99B
| – | – |
-5,525
|
|
||
731
Arm
ARM
$158B
| – | – |
-2,596
|
|
||
732
AGNC Investment
AGNC
$10.9B
| – | – |
-13,722
|
|