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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.97B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$11.9M
3
+$11M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.9M
5
PWR icon
Quanta Services
PWR
+$9.63M

Top Sells

1
+$9.8M
2
+$7.78M
3
+$7.76M
4
HPQ icon
HP
HPQ
+$7.55M
5
PYPL icon
PayPal
PYPL
+$7.22M

Sector Composition

1 Technology 17.23%
2 Financials 3.84%
3 Communication Services 3.61%
4 Consumer Discretionary 3.44%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.82M 0.06%
8,172
-3,686
202
$2.76M 0.06%
7,546
203
$2.75M 0.06%
36,365
-1,045
204
$2.72M 0.05%
27,771
+3,505
205
$2.7M 0.05%
13,597
-272
206
$2.7M 0.05%
33,703
207
$2.68M 0.05%
19,435
-386
208
$2.67M 0.05%
48,313
-10,264
209
$2.65M 0.05%
10,746
-1,005
210
$2.62M 0.05%
96,071
+16,234
211
$2.62M 0.05%
33,220
-14
212
$2.61M 0.05%
22,506
+429
213
$2.58M 0.05%
10,870
+972
214
$2.55M 0.05%
4,143
+161
215
$2.53M 0.05%
10,718
+362
216
$2.51M 0.05%
5,155
+397
217
$2.48M 0.05%
5,107
+36
218
$2.44M 0.05%
33,172
+4,936
219
$2.43M 0.05%
28,874
+22,207
220
$2.42M 0.05%
17,170
-724
221
$2.41M 0.05%
71,750
+37,184
222
$2.36M 0.05%
28,104
-1,390
223
$2.32M 0.05%
9,609
-286
224
$2.27M 0.05%
20,299
-4,506
225
$2.26M 0.05%
+28,733
7 8
9
10 11