EWM
Empirical Wealth Management Portfolio holdings
AUM
$5.58B
1-Year Est. Return
20.3%
This Fund
S&P 500
1 Year Est. Return
+20.3%
AUM
$5.58B
AUM Growth
+$604M
(+12%)
Holding
984
Top Buys
| 1 | +$155M | |
| 2 | +$134M | |
| 3 | +$47.2M | |
| 4 |
WisdomTree US Quality Growth Fund
QGRW
|
+$42.2M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$17.5M |
Top Sells
| 1 | +$14.2M | |
| 2 | +$8.33M | |
| 3 | +$3.37M | |
| 4 |
Automatic Data Processing
ADP
|
+$3.05M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$2.79M |
Sector Composition
| 1 | Technology | 16.74% |
| 2 | Financials | 3.72% |
| 3 | Consumer Discretionary | 3.31% |
| 4 | Communication Services | 3.25% |
| 5 | Industrials | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
976
Victory Capital Holdings
VCTR
$4.51B
| – | – |
-8,060
|
|
||
977
Veeva Systems
VEEV
$35.8B
| – | – |
-979
|
|
||
978
Vanguard Russell 1000 Value ETF
VONV
$15.1B
| – | – |
-2,364
|
|
||
979
Watsco Inc
WSO
$15.6B
| – | – |
-781
|
|
||
980
Weyerhaeuser
WY
$18.8B
| – | – |
-18,445
|
|
||
|
ZH
981
Zhihu
ZH
$335M
| – | – |
-79,558
|
|
||
|
OKLO
982
Oklo
OKLO
$14.7B
| – | – |
-3,872
|
|
||
|
SMBS
983
Schwab Mortgage-Backed Securities ETF
SMBS
$6.01B
| – | – |
-10,140
|
|
||
|
CRWV
984
CoreWeave Inc
CRWV
$52.8B
| – | – |
-2,038
|
|