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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
151
$4.36M 0.09%
60,242
-488
152
$4.24M 0.09%
125,966
+5,383
153
$4.24M 0.09%
14,249
+1,502
154
$4.2M 0.08%
31,345
+2,322
155
$4.08M 0.08%
20,594
+240
156
$4M 0.08%
34,877
-619
157
$3.96M 0.08%
46,858
+4,869
158
$3.95M 0.08%
42,418
+11,560
159
$3.94M 0.08%
6,066
+4,814
160
$3.91M 0.08%
+15,891
161
$3.85M 0.08%
+4,177
162
$3.77M 0.08%
17,473
+2,057
163
$3.57M 0.07%
17,555
+2,830
164
$3.56M 0.07%
53,747
+64
165
$3.55M 0.07%
151,442
-6,703
166
$3.53M 0.07%
22,238
+2,502
167
$3.53M 0.07%
28,542
+2,169
168
$3.53M 0.07%
78,169
+5,390
169
$3.5M 0.07%
109,782
-248
170
$3.49M 0.07%
161,982
-901
171
$3.48M 0.07%
22,196
+4,391
172
$3.44M 0.07%
174,553
+1,500
173
$3.44M 0.07%
39,392
-1,670
174
$3.43M 0.07%
12,689
+3,067
175
$3.41M 0.07%
174,506
+496
5 6
7
8 9