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
$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
126
$1.21M 0.1%
9,757
+600
127
$1.18M 0.1%
14,765
+1,089
128
$1.18M 0.1%
62,070
+11,785
129
$1.17M 0.1%
8,363
-1,249
130
$1.16M 0.1%
9,660
+6,544
131
$1.11M 0.09%
+85,632
132
$1.09M 0.09%
31,682
-1,652
133
$1.08M 0.09%
43,474
+720
134
$1.07M 0.09%
9,609
-68
135
$1.05M 0.09%
896
-72
136
$1.03M 0.09%
9,003
-250
137
$1.01M 0.09%
+3,094
138
$978K 0.08%
2,553
+111
139
$933K 0.08%
92,486
+16,602
140
$932K 0.08%
20,786
+775
141
$931K 0.08%
48,045
-120
142
$931K 0.08%
4,949
-1,386
143
$930K 0.08%
27,103
-8,158
144
$930K 0.08%
7,231
-84
145
$919K 0.08%
14,730
+5,725
146
$905K 0.08%
2,942
+102
147
$903K 0.08%
15,876
+1,197
148
$901K 0.08%
6,016
-76
149
$890K 0.08%
16,200
150
$889K 0.08%
10,148
-1,792
4 5
6
7 8