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
176
$1.07M 0.07%
6,021
+3,980
177
$1.07M 0.06%
29,043
+23,038
178
$1.06M 0.06%
7,290
+100
179
$1.06M 0.06%
2,910
+1,319
180
$1.05M 0.06%
15,433
+4,573
181
$1.05M 0.06%
12,145
-2,577
182
$1.04M 0.06%
13,931
+1,154
183
$1.04M 0.06%
666
+335
184
$1.03M 0.06%
4,214
+990
185
$1.02M 0.06%
2,690
+769
186
$1.01M 0.06%
26,524
+2,439
187
$1.01M 0.06%
15,069
+1,605
188
$992K 0.06%
2,194
+636
189
$991K 0.06%
8,769
+3,158
190
$989K 0.06%
5,952
+997
191
$985K 0.06%
26,820
+12,350
192
$985K 0.06%
6,803
-578
193
$980K 0.06%
21,366
+2,923
194
$977K 0.06%
6,595
+459
195
$968K 0.06%
13,267
+2,375
196
$962K 0.06%
7,428
+825
197
$945K 0.06%
+10,422
198
$940K 0.06%
19,995
+942
199
$937K 0.06%
6,051
-58
200
$936K 0.06%
11,866
-45
6 7
8
9 10