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
$1.65B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.9M
3
+$25M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$21.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$21M

Top Sells

1
+$11.2M
2
+$1.94M
3
+$1.09M
4
TDOC icon
Teladoc Health
TDOC
+$1.01M
5
SHW icon
Sherwin-Williams
SHW
+$442K

Sector Composition

1 Technology 9.44%
2 Consumer Discretionary 2.58%
3 Communication Services 2.54%
4 Healthcare 2.38%
5 Financials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.63M 0.22%
13,064
+3,283
77
$3.53M 0.21%
97,258
+13,091
78
$3.45M 0.21%
20,787
+4,833
79
$3.4M 0.21%
11,550
+1,234
80
$3.38M 0.21%
3,867
+274
81
$3.35M 0.2%
101,021
+38,762
82
$3.27M 0.2%
102,685
+12,875
83
$3.06M 0.19%
66,978
+11,222
84
$2.98M 0.18%
39,905
+4,574
85
$2.97M 0.18%
52,998
+12,410
86
$2.93M 0.18%
47,452
-1,187
87
$2.92M 0.18%
9,149
+2,085
88
$2.86M 0.17%
+60,670
89
$2.78M 0.17%
25,928
+1,584
90
$2.68M 0.16%
41,822
+1,869
91
$2.64M 0.16%
11,670
+2,859
92
$2.48M 0.15%
67,639
-10,232
93
$2.47M 0.15%
123,400
+40,720
94
$2.46M 0.15%
23,726
-146
95
$2.44M 0.15%
23,273
-81
96
$2.43M 0.15%
80,633
+7,753
97
$2.43M 0.15%
8,907
-1,623
98
$2.33M 0.14%
31,357
+6,308
99
$2.29M 0.14%
9,899
+472
100
$2.27M 0.14%
9,498
+211
2 3
4
5 6