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
126
$5.45M 0.12%
115,188
+1,989
127
$5.43M 0.12%
51,092
-2,888
128
$5.25M 0.12%
1,413
-203
129
$5.25M 0.12%
32,922
+1,244
130
$5.06M 0.11%
17,325
+225
131
$5.05M 0.11%
48,371
-5,257
132
$4.95M 0.11%
48,428
+2,317
133
$4.93M 0.11%
75,283
+2,749
134
$4.9M 0.11%
664
-189
135
$4.87M 0.11%
+61,423
136
$4.37M 0.1%
9,971
-4,350
137
$4.34M 0.1%
2,216
+127
138
$4.3M 0.1%
130,135
+4,159
139
$4.26M 0.1%
56,768
-730
140
$4.23M 0.1%
42,541
-2,600
141
$4.23M 0.1%
29,804
+4,719
142
$4.2M 0.09%
57,438
-8,875
143
$4.07M 0.09%
60,730
-237
144
$4.02M 0.09%
20,354
-338
145
$3.95M 0.09%
29,023
-740
146
$3.9M 0.09%
15,151
+751
147
$3.85M 0.09%
41,989
-449
148
$3.83M 0.09%
120,583
-14,415
149
$3.82M 0.09%
53,263
+1,489
150
$3.82M 0.09%
99,592
+6,380
4 5
6
7 8