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
$5.58B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$134M
3
+$47.2M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$42.2M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$17.5M

Top Sells

1
+$14.2M
2
+$8.33M
3
+$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.79M

Sector Composition

1 Technology 16.74%
2 Financials 3.72%
3 Consumer Discretionary 3.31%
4 Communication Services 3.25%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
151
Abbott
ABT
$184B
$4.53M 0.08%
36,127
+4,782
DFUS icon
152
Dimensional US Equity ETF
DFUS
$18.6B
$4.47M 0.08%
60,242
CAH icon
153
Cardinal Health
CAH
$50B
$4.42M 0.08%
21,506
-690
EME icon
154
Emcor
EME
$32.6B
$4.41M 0.08%
7,205
+1,139
IWB icon
155
iShares Russell 1000 ETF
IWB
$46.6B
$4.37M 0.08%
11,694
+4,148
DES icon
156
WisdomTree US SmallCap Dividend Fund
DES
$1.92B
$4.3M 0.08%
128,692
+2,726
BMY icon
157
Bristol-Myers Squibb
BMY
$111B
$4.29M 0.08%
79,540
+1,371
VBK icon
158
Vanguard Small-Cap Growth ETF
VBK
$22B
$4.29M 0.08%
14,196
-53
MPWR icon
159
Monolithic Power Systems
MPWR
$55.7B
$4.26M 0.08%
4,699
+522
HIG icon
160
Hartford Financial Services
HIG
$36.4B
$4.2M 0.07%
30,458
+5,284
PG icon
161
Procter & Gamble
PG
$342B
$4.18M 0.07%
29,177
-2,525
AMGN icon
162
Amgen
AMGN
$184B
$4.01M 0.07%
12,245
+252
ETR icon
163
Entergy
ETR
$43.1B
$3.99M 0.07%
43,221
+803
MRK icon
164
Merck
MRK
$265B
$3.99M 0.07%
37,930
+9,826
SBUX icon
165
Starbucks
SBUX
$108B
$3.92M 0.07%
46,537
-321
PLTR icon
166
Palantir
PLTR
$375B
$3.91M 0.07%
21,985
+3,717
SCHZ icon
167
Schwab US Aggregate Bond ETF
SCHZ
$9.71B
$3.8M 0.07%
162,611
+11,169
WEC icon
168
WEC Energy
WEC
$35.8B
$3.79M 0.07%
35,974
+1,097
NVR icon
169
NVR
NVR
$20.8B
$3.78M 0.07%
519
-81
GRMN icon
170
Garmin
GRMN
$39.3B
$3.77M 0.07%
18,578
+2,687
EMXC icon
171
iShares MSCI Emerging Markets ex China ETF
EMXC
$15.8B
$3.76M 0.07%
51,691
+3,070
BSV icon
172
Vanguard Short-Term Bond ETF
BSV
$42.5B
$3.73M 0.07%
47,385
+14,165
PH icon
173
Parker-Hannifin
PH
$116B
$3.7M 0.07%
4,211
-123
MS icon
174
Morgan Stanley
MS
$289B
$3.7M 0.07%
20,820
-1,418
KO icon
175
Coca-Cola
KO
$314B
$3.64M 0.06%
52,130
-1,617
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