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
101
$7.5M 0.17%
61,182
-6,758
102
$7.4M 0.17%
38,121
+316
103
$7.24M 0.16%
137,684
+3,059
104
$7.17M 0.16%
156,236
+25,196
105
$7.15M 0.16%
49,955
+2,396
106
$7.04M 0.16%
57,005
+6,881
107
$7.02M 0.16%
209,119
+6,118
108
$6.9M 0.16%
137,433
+24,701
109
$6.86M 0.15%
18,717
+934
110
$6.74M 0.15%
6,421
-1,590
111
$6.68M 0.15%
139,738
+3,472
112
$6.42M 0.15%
212,799
-13,117
113
$6.37M 0.14%
24,705
+1,025
114
$6.23M 0.14%
68,419
-9,245
115
$6.17M 0.14%
8,424
-2,166
116
$6.15M 0.14%
33,152
-5,874
117
$6.03M 0.14%
25,314
+282
118
$5.75M 0.13%
72,203
+26,303
119
$5.72M 0.13%
51,612
-9,506
120
$5.69M 0.13%
125,718
+2,827
121
$5.58M 0.13%
31,008
+4,000
122
$5.58M 0.13%
12,051
+355
123
$5.56M 0.13%
17,444
+2,037
124
$5.56M 0.13%
38,104
+5,086
125
$5.56M 0.13%
14,315
+1,440
3 4
5
6 7