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
176
$3.06M 0.07%
184,988
+9,558
177
$3.04M 0.07%
13,072
+616
178
$3.04M 0.07%
4,347
+47
179
$3.01M 0.07%
14,725
-112
180
$2.99M 0.07%
17,805
+69
181
$2.98M 0.07%
47,274
-980
182
$2.92M 0.07%
4
183
$2.9M 0.07%
+33,703
184
$2.89M 0.07%
21,882
-850
185
$2.86M 0.06%
120,000
-1,082
186
$2.84M 0.06%
26,471
+4,690
187
$2.82M 0.06%
7,886
+1,676
188
$2.78M 0.06%
19,736
+3,766
189
$2.73M 0.06%
29,719
+3,519
190
$2.71M 0.06%
17,022
+1,131
191
$2.7M 0.06%
9,898
+1,160
192
$2.68M 0.06%
37,410
+7,718
193
$2.65M 0.06%
9,622
+728
194
$2.65M 0.06%
16,802
+564
195
$2.64M 0.06%
107,688
+5,799
196
$2.62M 0.06%
23,769
+10,883
197
$2.62M 0.06%
24,805
-12,050
198
$2.62M 0.06%
33,234
-1,869
199
$2.61M 0.06%
127,729
+5,740
200
$2.59M 0.06%
3,898
-2,888
6 7
8
9 10