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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
751
$205K ﹤0.01%
1,907
+5
752
$205K ﹤0.01%
+2,848
753
$205K ﹤0.01%
+19,453
754
$204K ﹤0.01%
+8,097
755
$203K ﹤0.01%
+3,393
756
$203K ﹤0.01%
13,084
+74
757
$202K ﹤0.01%
+919
758
$202K ﹤0.01%
11,032
759
$201K ﹤0.01%
1,207
-16
760
$201K ﹤0.01%
8,125
+567
761
$200K ﹤0.01%
+1,489
762
$195K ﹤0.01%
+12,760
763
$193K ﹤0.01%
+11,133
764
$192K ﹤0.01%
73,032
+22,323
765
$190K ﹤0.01%
10,000
766
$190K ﹤0.01%
13,063
767
$185K ﹤0.01%
+24,436
768
$180K ﹤0.01%
+11,962
769
$171K ﹤0.01%
+10,036
770
$166K ﹤0.01%
40,500
771
$153K ﹤0.01%
+11,523
772
$140K ﹤0.01%
+13,000
773
$129K ﹤0.01%
14,230
-1,000
774
$121K ﹤0.01%
+10,923
775
$117K ﹤0.01%
+11,908
29 30
31
32 33