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
201
$900K 0.05%
16,418
+218
202
$897K 0.05%
15,726
+5,745
203
$889K 0.05%
4,052
+354
204
$883K 0.05%
16,327
+7,336
205
$880K 0.05%
6,265
+537
206
$864K 0.05%
6,163
+1,507
207
$863K 0.05%
4,798
+495
208
$859K 0.05%
3,970
+847
209
$853K 0.05%
5,989
+362
210
$848K 0.05%
9,936
+745
211
$843K 0.05%
17,682
+4,827
212
$841K 0.05%
2,939
+213
213
$821K 0.05%
7,826
+2,850
214
$814K 0.05%
3,739
-12
215
$812K 0.05%
10,382
+2,650
216
$812K 0.05%
1,770
+459
217
$796K 0.05%
7,082
+1,038
218
$795K 0.05%
1,704
+418
219
$795K 0.05%
3,941
+1,529
220
$795K 0.05%
7,762
+5,380
221
$782K 0.05%
21,738
222
$779K 0.05%
12,435
-1,165
223
$775K 0.05%
35,633
+4,090
224
$766K 0.05%
8,150
+3,155
225
$751K 0.05%
+16,210
7 8
9
10 11