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
$1.17B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$5.82M
4
META icon
Meta Platforms (Facebook)
META
+$3.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.93M

Top Sells

1
+$6.08M
2
+$3.27M
3
+$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
CAC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$542K 0.05%
23,644
-141
202
$539K 0.05%
23,588
-356
203
$538K 0.05%
21,301
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204
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9,251
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205
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206
$528K 0.05%
13,677
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207
$517K 0.04%
8,269
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208
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2,454
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209
$509K 0.04%
9,816
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210
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211
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4,338
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212
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20,976
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213
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8,300
214
$502K 0.04%
8,595
+1,345
215
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216
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217
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218
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5,228
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219
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1,457
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220
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221
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10,011
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222
$486K 0.04%
+5,409
223
$483K 0.04%
20,571
+200
224
$483K 0.04%
4,690
-1,302
225
$461K 0.04%
24,996
-5,076
7 8
9
10 11