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
126
$1.7M 0.1%
52,536
+315
127
$1.7M 0.1%
79,037
-874
128
$1.69M 0.1%
20,504
+669
129
$1.63M 0.1%
7,855
+437
130
$1.62M 0.1%
73,950
+4,060
131
$1.61M 0.1%
5,516
+264
132
$1.6M 0.1%
33,540
+7,110
133
$1.57M 0.1%
38,188
+12,753
134
$1.56M 0.09%
26,112
+4,061
135
$1.52M 0.09%
13,259
+1,736
136
$1.52M 0.09%
7,025
+920
137
$1.52M 0.09%
6,272
-30
138
$1.48M 0.09%
13,883
+2,657
139
$1.47M 0.09%
+20,982
140
$1.47M 0.09%
9,416
+2,444
141
$1.46M 0.09%
2,978
-88
142
$1.46M 0.09%
3,484
-400
143
$1.42M 0.09%
9,826
+4,066
144
$1.4M 0.08%
5,744
+1,532
145
$1.38M 0.08%
22,618
+1,809
146
$1.37M 0.08%
12,198
+664
147
$1.36M 0.08%
25,018
+2,717
148
$1.36M 0.08%
5,711
+50
149
$1.35M 0.08%
5,541
+2,606
150
$1.35M 0.08%
59,632
-3,680
4 5
6
7 8