EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.97B
1-Year Est. Return
16.51%
1 Year Est. Return
+16.51%
AUM
$4.42B
AUM Growth
+$544M
(+14%)
Holding
732
Top Buys
| 1 | +$34.6M | |
| 2 | +$22.6M | |
| 3 | +$20M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$10.4M |
| 5 |
Vanguard Value ETF
VTV
|
+$10.1M |
Top Sells
| 1 | +$8.71M | |
| 2 | +$6.13M | |
| 3 | +$2.65M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.92M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
ServiceNow
NOW
$180B
| $2.58M | 0.06% |
2,512
+455
|
|
||
202
Entergy
ETR
$43.1B
| $2.56M | 0.06% |
30,858
+2,340
|
|
||
203
iShares Russell 1000 ETF
IWB
$45.9B
| $2.56M | 0.06% |
7,546
-18,061
|
|
||
204
Vanguard Total World Stock ETF
VT
$55.6B
| $2.55M | 0.06% |
19,821
+1,146
|
|
||
205
S&P Global
SPGI
$150B
| $2.51M | 0.06% |
4,758
+473
|
|
||
206
Broadridge
BR
$26.1B
| $2.47M | 0.06% |
10,181
+469
|
|
||
207
Kinder Morgan
KMI
$60.1B
| $2.42M | 0.05% |
82,185
+6,773
|
|
||
208
Union Pacific
UNP
$133B
| $2.38M | 0.05% |
10,356
+849
|
|
||
209
Lam Research
LRCX
$203B
| $2.38M | 0.05% |
24,404
-4,157
|
|
||
210
Booking.com
BKNG
$167B
| $2.37M | 0.05% |
410
+77
|
|
||
211
Wells Fargo
WFC
$271B
| $2.37M | 0.05% |
29,610
+799
|
|
||
212
iShares International Select Dividend ETF
IDV
$6.2B
| $2.35M | 0.05% |
68,056
+4,865
|
|
||
213
State Street
STT
$33.8B
| $2.35M | 0.05% |
22,077
+5,052
|
|
||
214
Merck
MRK
$227B
| $2.33M | 0.05% |
29,494
-4,811
|
|
||
215
Vanguard Dividend Appreciation ETF
VIG
$99.9B
| $2.32M | 0.05% |
11,344
-1,008
|
|
||
216
Newmont
NEM
$102B
| $2.28M | 0.05% |
39,075
+1,597
|
|
||
217
Technology Select Sector SPDR Fund
XLK
$96.6B
| $2.27M | 0.05% |
8,947
-1,128
|
|
||
218
Uber
UBER
$194B
| $2.26M | 0.05% |
24,266
+2,698
|
|
||
219
Deere & Co
DE
$130B
| $2.26M | 0.05% |
4,452
+303
|
|
||
220
Lowe's Companies
LOW
$132B
| $2.25M | 0.05% |
10,153
+513
|
|
||
221
Palantir
PLTR
$439B
| $2.22M | 0.05% |
16,260
+2,898
|
|
||
222
Goldman Sachs
GS
$252B
| $2.2M | 0.05% |
3,105
+888
|
|
||
223
Micron Technology
MU
$275B
| $2.16M | 0.05% |
17,557
+14,360
|
|
||
224
Verizon
VZ
$172B
| $2.15M | 0.05% |
49,658
+11,041
|
|
||
225
iShares Russell 2000 ETF
IWM
$69.9B
| $2.14M | 0.05% |
9,895
-360
|
|