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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
76
$12.3M 0.25%
282,761
-2,312
77
$12.2M 0.24%
69,632
+7,068
78
$12.1M 0.24%
267,417
+6,496
79
$11.6M 0.23%
82,158
+20,976
80
$11.5M 0.23%
120,223
+950
81
$11.4M 0.23%
33,250
+2,287
82
$11.3M 0.23%
138,058
+374
83
$11.3M 0.23%
386,984
-3,524
84
$11.1M 0.22%
14,588
+841
85
$11M 0.22%
201,298
-1
86
$11M 0.22%
390,744
+58,502
87
$10.7M 0.22%
2,499
+1,086
88
$10.7M 0.21%
94,700
-7,271
89
$10.6M 0.21%
25,490
+24,772
90
$10.5M 0.21%
74,150
-1,648
91
$10.3M 0.21%
29,161
+557
92
$10.2M 0.21%
34,814
+3,247
93
$10.2M 0.21%
263,816
+7,706
94
$9.98M 0.2%
40,612
-25,908
95
$9.51M 0.19%
51,774
-39,713
96
$9.31M 0.19%
69,549
+45,145
97
$9.3M 0.19%
63,876
-548
98
$9.16M 0.18%
214,407
-548
99
$8.77M 0.18%
69,172
-2,915
100
$8.71M 0.18%
78,494
+26,882
2 3
4
5 6