We are live on ! Find out more
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
726
$217K ﹤0.01%
+8,504
727
$217K ﹤0.01%
+2,912
728
$215K ﹤0.01%
+2,585
729
$215K ﹤0.01%
26,849
+10,278
730
$215K ﹤0.01%
+4,840
731
$213K ﹤0.01%
+1,141
732
$213K ﹤0.01%
+1,381
733
$213K ﹤0.01%
+6,493
734
$213K ﹤0.01%
+1,650
735
$212K ﹤0.01%
+3,491
736
$212K ﹤0.01%
534
-245
737
$211K ﹤0.01%
2,364
-52
738
$210K ﹤0.01%
16,948
+3,086
739
$210K ﹤0.01%
+2,562
740
$209K ﹤0.01%
+4,409
741
$209K ﹤0.01%
4,016
-1,364
742
$209K ﹤0.01%
2,285
-383
743
$208K ﹤0.01%
+724
744
$208K ﹤0.01%
+2,250
745
$208K ﹤0.01%
+11,157
746
$207K ﹤0.01%
+8,124
747
$206K ﹤0.01%
+4,947
748
$206K ﹤0.01%
+2,423
749
$206K ﹤0.01%
+4,871
750
$205K ﹤0.01%
+1,465
28 29
30
31 32