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
101
$1.66M 0.14%
7,294
-800
102
$1.64M 0.14%
73,344
-283
103
$1.59M 0.14%
62,326
+15,917
104
$1.58M 0.14%
44,105
-500
105
$1.54M 0.13%
71,181
+29
106
$1.53M 0.13%
4,944
-150
107
$1.53M 0.13%
103,762
-356
108
$1.51M 0.13%
12,345
109
$1.51M 0.13%
12,972
-525
110
$1.48M 0.13%
33,886
-1,440
111
$1.46M 0.12%
107,640
-242,040
112
$1.45M 0.12%
92,194
+33,064
113
$1.44M 0.12%
6,505
+27
114
$1.44M 0.12%
81,194
+792
115
$1.4M 0.12%
5,038
-1,013
116
$1.39M 0.12%
9,735
-225
117
$1.39M 0.12%
64,417
+1,475
118
$1.38M 0.12%
13,256
-440
119
$1.33M 0.11%
8,484
+1,653
120
$1.33M 0.11%
12,766
+660
121
$1.31M 0.11%
5,155
-181
122
$1.3M 0.11%
97,842
+7,704
123
$1.29M 0.11%
7,746
-1,134
124
$1.28M 0.11%
24,956
-100
125
$1.22M 0.1%
6,495
-201
3 4
5
6 7