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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
101
$8.58M 0.17%
199,817
+1,593
102
$8.4M 0.17%
54,121
+4,166
103
$8.34M 0.17%
57,719
+714
104
$7.92M 0.16%
21,151
+13,265
105
$7.91M 0.16%
172,645
+16,409
106
$7.87M 0.16%
19,417
+700
107
$7.73M 0.16%
10,009
+1,585
108
$7.73M 0.16%
33,374
+222
109
$7.4M 0.15%
30,924
+5,610
110
$7.31M 0.15%
6,273
-148
111
$7.23M 0.15%
213,352
+4,233
112
$7.22M 0.15%
43,137
+5,033
113
$7.02M 0.14%
218,000
+115,426
114
$6.86M 0.14%
142,299
+2,561
115
$6.85M 0.14%
14,356
+41
116
$6.83M 0.14%
41,053
+24,031
117
$6.67M 0.13%
+55,591
118
$6.56M 0.13%
67,988
-4,215
119
$6.54M 0.13%
44,911
-3,517
120
$6.29M 0.13%
123,627
-13,806
121
$6.05M 0.12%
71,714
+32,639
122
$5.81M 0.12%
126,274
+556
123
$5.8M 0.12%
191,495
-21,304
124
$5.79M 0.12%
225,116
+105,116
125
$5.73M 0.12%
111,063
-4,125
3 4
5
6 7