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
$1.17B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$5.82M
4
META icon
Meta Platforms (Facebook)
META
+$3.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.93M

Top Sells

1
+$6.08M
2
+$3.27M
3
+$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
CAC icon
Camden National
CAC
+$964K

Sector Composition

1 Technology 9.93%
2 Healthcare 2.84%
3 Consumer Discretionary 2.75%
4 Communication Services 2.49%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.19%
103,637
+225
77
$2.21M 0.19%
58,836
-3,880
78
$2.16M 0.18%
36,055
+1,273
79
$2.13M 0.18%
111,128
-4,334
80
$2.13M 0.18%
100,202
+197
81
$2.12M 0.18%
25,575
-745
82
$2.09M 0.18%
21,042
-100
83
$2.08M 0.18%
95,453
-320
84
$2.08M 0.18%
28,360
+2,200
85
$2.04M 0.17%
79,554
+437
86
$2.03M 0.17%
23,483
-5,247
87
$2.01M 0.17%
21,379
+69
88
$1.99M 0.17%
89,660
+459
89
$1.98M 0.17%
64,086
+1,088
90
$1.93M 0.16%
8,521
+646
91
$1.92M 0.16%
+50,658
92
$1.82M 0.16%
86,543
+708
93
$1.79M 0.15%
24,861
-3,301
94
$1.73M 0.15%
29,291
-3,416
95
$1.72M 0.15%
21,343
+231
96
$1.71M 0.15%
13,651
-254
97
$1.71M 0.15%
64,438
+14,554
98
$1.71M 0.15%
3,031
+59
99
$1.7M 0.15%
48,242
+1,898
100
$1.67M 0.14%
46,887
+12,868
2 3
4
5 6