EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$22.6M
3
+$20M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.4M
5
VTV icon
Vanguard Value ETF
VTV
+$10.1M

Top Sells

1
+$8.71M
2
+$6.13M
3
+$2.65M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.92M
5
VUG icon
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
$2.58M 0.06%
12,560
+2,275
202
$2.56M 0.06%
30,858
+2,340
203
$2.56M 0.06%
7,546
-18,061
204
$2.55M 0.06%
19,821
+1,146
205
$2.51M 0.06%
4,758
+473
206
$2.47M 0.06%
10,181
+469
207
$2.42M 0.05%
82,185
+6,773
208
$2.38M 0.05%
10,356
+849
209
$2.38M 0.05%
24,404
-4,157
210
$2.37M 0.05%
410
+77
211
$2.37M 0.05%
29,610
+799
212
$2.35M 0.05%
68,056
+4,865
213
$2.35M 0.05%
22,077
+5,052
214
$2.33M 0.05%
29,494
-4,811
215
$2.32M 0.05%
11,344
-1,008
216
$2.28M 0.05%
39,075
+1,597
217
$2.27M 0.05%
17,894
-2,256
218
$2.26M 0.05%
24,266
+2,698
219
$2.26M 0.05%
4,452
+303
220
$2.25M 0.05%
10,153
+513
221
$2.22M 0.05%
16,260
+2,898
222
$2.2M 0.05%
3,105
+888
223
$2.16M 0.05%
17,557
+14,360
224
$2.15M 0.05%
49,658
+11,041
225
$2.14M 0.05%
9,895
-360
7 8
9
10 11