EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$22.6M
3
+$20M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.4M
5
VTV icon
Vanguard Value ETF
VTV
+$10.1M

Top Sells

1
+$8.71M
2
+$6.13M
3
+$2.65M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.92M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.91M

Sector Composition

1 Technology 15.24%
2 Financials 4.15%
3 Communication Services 3.27%
4 Consumer Discretionary 2.83%
5 Consumer Staples 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.5M 0.26%
455,753
+25,239
77
$11.2M 0.25%
285,073
-13,269
78
$11.1M 0.25%
101,760
+3,334
79
$11.1M 0.25%
28,604
+1,124
80
$11M 0.25%
30,963
+1,271
81
$11M 0.25%
101,971
+6,084
82
$10.9M 0.25%
119,273
+62
83
$10.8M 0.24%
390,508
-4,590
84
$10.8M 0.24%
260,921
+3,517
85
$10.7M 0.24%
13,747
+887
86
$10.5M 0.24%
72,087
+4,852
87
$10.3M 0.23%
62,564
+4,900
88
$10.2M 0.23%
201,299
89
$10.1M 0.23%
75,798
+1,907
90
$10.1M 0.23%
75,616
-1,719
91
$10.1M 0.23%
65,885
-7,345
92
$9.77M 0.22%
399,391
-15,054
93
$9.62M 0.22%
332,242
+773
94
$9.23M 0.21%
256,110
-593
95
$9.06M 0.2%
214,955
-8,787
96
$9.05M 0.2%
121,732
+21,343
97
$8.98M 0.2%
31,567
+2,362
98
$8.72M 0.2%
64,424
+6,332
99
$7.93M 0.18%
198,224
-27,532
100
$7.76M 0.18%
54,733
+11,078
2 3
4
5 6