EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
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
1
$128M 10.93%
1,544,022
+35,362
2
$93.3M 7.97%
1,828,173
+114,113
3
$78.6M 6.71%
819,966
-2,443
4
$46M 3.93%
740,701
+5,474
5
$35.7M 3.05%
676,714
-13,505
6
$35.7M 3.05%
1,378,412
+58,822
7
$30.4M 2.6%
262,805
-52,475
8
$30M 2.57%
89,717
-460
9
$25.5M 2.18%
622,715
+29,494
10
$23.7M 2.03%
757,868
+53,527
11
$23M 1.96%
221,366
+17,857
12
$22.4M 1.91%
45,604
+43,810
13
$21.8M 1.87%
103,865
-6,160
14
$20.7M 1.77%
198,380
+12,267
15
$20.1M 1.72%
254,977
+9,304
16
$17.6M 1.5%
111,760
+14,160
17
$15.3M 1.31%
379,275
+41,172
18
$13.2M 1.12%
124,891
-16,748
19
$12.1M 1.03%
147,021
-1,124
20
$11.8M 1%
78,951
-1,867
21
$11.5M 0.98%
73,504
-4,103
22
$11.2M 0.95%
829,716
-11,640
23
$10.5M 0.9%
116,076
+1,726
24
$9.46M 0.81%
493,390
+8,437
25
$8.79M 0.75%
75,780
-560
1
2 3 4 5