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
101
$2.25M 0.14%
39,508
+1,434
102
$2.25M 0.14%
+18,593
103
$2.24M 0.14%
14,477
-2,247
104
$2.22M 0.13%
15,061
+9,265
105
$2.22M 0.13%
17,318
+2,166
106
$2.21M 0.13%
56,350
+4,414
107
$2.2M 0.13%
101,072
+17,269
108
$2.19M 0.13%
96,773
-4,010
109
$2.17M 0.13%
100,614
+17,216
110
$2.17M 0.13%
102,631
+17,757
111
$2.11M 0.13%
94,896
+15,425
112
$2.08M 0.13%
93,383
+15,382
113
$1.97M 0.12%
62,920
+3,816
114
$1.94M 0.12%
31,009
+7,816
115
$1.92M 0.12%
110,694
+6,714
116
$1.91M 0.12%
4,860
+66
117
$1.91M 0.12%
10,869
+1,282
118
$1.88M 0.11%
18,831
-425
119
$1.87M 0.11%
18,048
+770
120
$1.86M 0.11%
1,246
+75
121
$1.83M 0.11%
12,345
122
$1.81M 0.11%
9,123
-324
123
$1.81M 0.11%
78,936
+4,402
124
$1.79M 0.11%
18,715
-145
125
$1.73M 0.1%
+80,436
3 4
5
6 7