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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
126
$5.6M 0.11%
227,868
+100,139
127
$5.56M 0.11%
52,105
+1,013
128
$5.49M 0.11%
112,630
+13,038
129
$5.48M 0.11%
78,985
+3,702
130
$5.44M 0.11%
33,624
+3,820
131
$5.39M 0.11%
59,460
-8,959
132
$5.31M 0.11%
17,486
+161
133
$5.23M 0.11%
49,104
+733
134
$5.18M 0.1%
25,286
+5,866
135
$5.14M 0.1%
30,737
+13,180
136
$5.07M 0.1%
47,068
+43,174
137
$5.02M 0.1%
38,929
-30,984
138
$4.88M 0.1%
14,702
-2,742
139
$4.87M 0.1%
31,702
-1,220
140
$4.83M 0.1%
60,396
+570
141
$4.82M 0.1%
600
-64
142
$4.8M 0.1%
15,949
+798
143
$4.79M 0.1%
17,147
+3,175
144
$4.78M 0.1%
132,210
+2,075
145
$4.7M 0.09%
42,541
146
$4.68M 0.09%
69,491
+16,228
147
$4.58M 0.09%
+13,775
148
$4.5M 0.09%
60,423
-1,000
149
$4.46M 0.09%
56,060
-708
150
$4.43M 0.09%
7,783
+1,260
4 5
6
7 8