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
151
$3.8M 0.09%
53,683
+3,630
152
$3.7M 0.08%
11,858
-663
153
$3.7M 0.08%
35,496
-1,573
154
$3.69M 0.08%
18,316
+903
155
$3.68M 0.08%
158,145
-7,378
156
$3.67M 0.08%
6,523
+1,121
157
$3.56M 0.08%
19,420
-2,499
158
$3.53M 0.08%
12,747
+1,828
159
$3.51M 0.08%
11,751
-972
160
$3.45M 0.08%
162,883
+5,424
161
$3.43M 0.08%
41,062
+14,783
162
$3.4M 0.08%
173,053
+7,849
163
$3.4M 0.08%
174,010
+7,130
164
$3.37M 0.08%
72,779
-2,067
165
$3.35M 0.08%
163,331
+5,991
166
$3.33M 0.08%
161,234
+4,990
167
$3.32M 0.08%
177,772
+5,743
168
$3.23M 0.07%
15,416
+1,904
169
$3.21M 0.07%
110,030
+29,231
170
$3.21M 0.07%
11,503
-154
171
$3.2M 0.07%
190,900
+5,970
172
$3.16M 0.07%
13,972
+2,317
173
$3.11M 0.07%
26,373
+3,764
174
$3.07M 0.07%
+102,574
175
$3.07M 0.07%
58,577
+6,850
5 6
7
8 9