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
151
$1.35M 0.08%
25,586
-582
152
$1.33M 0.08%
10,724
-615
153
$1.33M 0.08%
21,006
+2,392
154
$1.33M 0.08%
5,591
+322
155
$1.32M 0.08%
2,370
+529
156
$1.31M 0.08%
4,513
+222
157
$1.29M 0.08%
24,956
+5,448
158
$1.28M 0.08%
4,041
+157
159
$1.28M 0.08%
15,326
+2,678
160
$1.27M 0.08%
20,090
+4,341
161
$1.25M 0.08%
9,898
+1,071
162
$1.24M 0.08%
5,704
+817
163
$1.24M 0.08%
24,515
+2,135
164
$1.2M 0.07%
6,525
+5
165
$1.2M 0.07%
22,270
+5,535
166
$1.18M 0.07%
5,138
+557
167
$1.18M 0.07%
19,764
+1,168
168
$1.16M 0.07%
5,071
+233
169
$1.16M 0.07%
11,688
+858
170
$1.16M 0.07%
14,857
+522
171
$1.15M 0.07%
11,810
172
$1.13M 0.07%
33,344
173
$1.12M 0.07%
11,355
+1,006
174
$1.11M 0.07%
29,036
+6,639
175
$1.09M 0.07%
2,731
+393
5 6
7
8 9