EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.19M
3
+$2M
4
CAC icon
Camden National
CAC
+$1.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.4M

Top Sells

1
+$6.29M
2
+$4.54M
3
+$1.32M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$975K
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$973K

Sector Composition

1 Technology 1.68%
2 Financials 0.7%
3 Energy 0.47%
4 Consumer Discretionary 0.41%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$404K 0.1%
29,846
-433
77
$400K 0.1%
9,846
+139
78
$393K 0.1%
10,095
-6,678
79
$388K 0.09%
2,460
+103
80
$387K 0.09%
4,668
+502
81
$363K 0.09%
3,652
+67
82
$346K 0.08%
13,901
83
$345K 0.08%
2,477
-1,930
84
$345K 0.08%
23,485
+9,620
85
$334K 0.08%
7,192
+552
86
$331K 0.08%
2,286
+367
87
$327K 0.08%
5,324
-325
88
$323K 0.08%
8,019
+3,390
89
$319K 0.08%
9,159
+1,236
90
$311K 0.08%
5,278
-871
91
$308K 0.07%
2,821
+256
92
$298K 0.07%
2,754
+77
93
$289K 0.07%
6,460
94
$285K 0.07%
17,209
-3,095
95
$277K 0.07%
+9,732
96
$266K 0.06%
9,879
-7,218
97
$251K 0.06%
3,937
98
$237K 0.06%
2,076
-446
99
$233K 0.06%
+12,493
100
$213K 0.05%
+1
1 2 3
4
5