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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
1
$280M 5.63%
1,500,493
+401,415
2
$264M 5.32%
1,030,720
-555
3
$218M 4.38%
4,300,563
+216,471
4
$192M 3.86%
985,960
+35,778
5
$187M 3.76%
2,336,613
+80,235
6
$154M 3.1%
3,487,855
+159,282
7
$154M 3.09%
602,915
+10,436
8
$129M 2.59%
2,881,660
+151,503
9
$127M 2.55%
1,871,231
+52,405
10
$118M 2.37%
227,352
+18,845
11
$116M 2.34%
1,766,844
+8,550
12
$111M 2.24%
1,323,030
+34,175
13
$84.7M 1.7%
3,310,477
+165,326
14
$84.6M 1.7%
1,834,355
+9,911
15
$76.8M 1.54%
104,570
+14,741
16
$64.6M 1.3%
346,440
-3,547
17
$64.4M 1.3%
96,673
-1,283
18
$61.7M 1.24%
1,047,642
+34,859
19
$58.4M 1.17%
265,964
+52,756
20
$53.9M 1.08%
898,707
-11,691
21
$52.9M 1.06%
594,022
+15,479
22
$52.8M 1.06%
906,255
-16,224
23
$38.5M 0.77%
158,167
+17,557
24
$36.8M 0.74%
402,241
+15,172
25
$35.9M 0.72%
361,072
+31,114
1
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