EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
+7.34%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$687M
AUM Growth
+$99M
(+17%)
Cap. Flow
+$59.3M
Cap. Flow
% of AUM
8.62%
Top 10 Holdings %
Top 10 Hldgs %
56.67%
Holding
243
New
43
Increased
105
Reduced
64
Closed
9
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$575K |
| 2 |
iShares Select Dividend ETF
DVY
|
$373K |
| 3 |
Camden National
CAC
|
$307K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$293K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$291K |
Sector Composition
| 1 | Technology | 4.84% |
| 2 | Consumer Discretionary | 2.1% |
| 3 | Financials | 2.07% |
| 4 | Industrials | 2% |
| 5 | Healthcare | 1.63% |
