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
776
$112K ﹤0.01%
+10,648
777
$111K ﹤0.01%
13,650
778
$103K ﹤0.01%
+11,440
779
$101K ﹤0.01%
13,250
780
$100K ﹤0.01%
+12,100
781
$92K ﹤0.01%
18,689
-29
782
$77.4K ﹤0.01%
21,773
783
$72.4K ﹤0.01%
10,000
784
$64.8K ﹤0.01%
48,000
785
$61.2K ﹤0.01%
13,484
+3,415
786
$46.5K ﹤0.01%
13,800
787
$43.2K ﹤0.01%
+13,855
788
$28.4K ﹤0.01%
11,000
789
$9.17K ﹤0.01%
10,250
790
$1.17K ﹤0.01%
13,000
791
– –
-2,800
792
– –
-5,120
793
– –
-17,000
794
– –
-4,906
795
– –
-3,286
796
– –
-1,846
797
– –
-6,824
798
– –
-11,974
799
– –
-36,760
800
– –
-4,457
30 31
32
33 34