EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
+6.05%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$1.17B
AUM Growth
+$100M
(+9.4%)
Cap. Flow
+$48M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
45.01%
Holding
366
New
40
Increased
116
Reduced
149
Closed
21
Top Buys
| 1 |
Adobe
ADBE
|
$21.5M |
| 2 |
Zillow
Z
|
$6.16M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5.82M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.34M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.93M |
Top Sells
| 1 |
Apple
AAPL
|
$6.08M |
| 2 |
NVIDIA
NVDA
|
$3.27M |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.76M |
| 4 |
Microsoft
MSFT
|
$1.3M |
| 5 |
Camden National
CAC
|
$964K |
Sector Composition
| 1 | Technology | 9.93% |
| 2 | Healthcare | 2.84% |
| 3 | Consumer Discretionary | 2.75% |
| 4 | Communication Services | 2.49% |
| 5 | Financials | 2.32% |
