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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
176
$3.39M 0.07%
164,587
+1,256
177
$3.38M 0.07%
11,993
+490
178
$3.37M 0.07%
179,312
+1,540
179
$3.37M 0.07%
162,859
+1,625
180
$3.36M 0.07%
25,174
+13,138
181
$3.33M 0.07%
18,268
+2,008
182
$3.3M 0.07%
7,212
+2,760
183
$3.29M 0.07%
194,872
+3,972
184
$3.29M 0.07%
4,334
-13
185
$3.28M 0.07%
48,621
+1,347
186
$3.18M 0.06%
34,096
+2,912
187
$3.17M 0.06%
12,604
+2,451
188
$3.16M 0.06%
116,226
-283,165
189
$3.14M 0.06%
188,338
+3,350
190
$3.02M 0.06%
4
191
$3.02M 0.06%
24,990
+1,221
192
$3M 0.06%
114,130
+6,442
193
$2.93M 0.06%
16,596
-206
194
$2.93M 0.06%
20,890
-992
195
$2.93M 0.06%
34,975
+5,365
196
$2.86M 0.06%
+23,878
197
$2.86M 0.06%
29,303
+2,832
198
$2.85M 0.06%
13,200
+2,950
199
$2.84M 0.06%
3,567
+462
200
$2.83M 0.06%
13,126
+1,782
6 7
8
9 10