EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.4M
3
+$9.37M
4
KRT icon
Karat Packaging
KRT
+$7.03M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.37M

Top Sells

1
+$16.3M
2
+$4.68M
3
+$4.13M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.84M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.85M

Sector Composition

1 Technology 8.15%
2 Consumer Discretionary 3.26%
3 Healthcare 3%
4 Financials 2.58%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$768K 0.04%
2,700
+226
227
$756K 0.04%
17,245
-500
228
$754K 0.04%
21,105
+5,050
229
$751K 0.04%
28,759
+6,671
230
$745K 0.04%
43,981
-600
231
$736K 0.04%
3,920
+1,152
232
$734K 0.04%
52,628
+644
233
$732K 0.04%
20,417
+3,047
234
$732K 0.04%
13,349
+992
235
$732K 0.04%
12,666
-1,600
236
$715K 0.04%
6,684
-9,934
237
$714K 0.04%
15,579
238
$713K 0.04%
2,163
+616
239
$712K 0.04%
22,683
+39
240
$712K 0.04%
5,992
-994
241
$706K 0.04%
58,935
+19,153
242
$697K 0.04%
9,665
-1,175
243
$692K 0.04%
28,371
+163
244
$690K 0.04%
2,487
+768
245
$684K 0.04%
5,101
+302
246
$677K 0.04%
39,465
-21,870
247
$676K 0.04%
3,184
-434
248
$676K 0.04%
31,051
-1,213
249
$676K 0.04%
3,596
-1,252
250
$676K 0.04%
519
8 9
10
11 12